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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,315 | $34,316-87.4% | $74,723-94.2% | $72,976-94.1% |
| Participation rate | 21.1% | 42.4%-21.3pp | 54.5%-33.4pp | 69.5%-48.4pp |
| Annual return | 28.79% | 26.58%+2.2pp | 753.18%-724.4pp | 81.02%-52.2pp |
| Employer contribution / active EE | $318 | $692-54.0% | $1,084-70.6% | $2,440-87.0% |
| Participant deferral / active EE | $576 | $1,272-54.7% | $1,962-70.6% | $3,608-84.0% |
| Admin fee / account holder | $461 | $2,125-78.3% | $3,335-86.2% | $5,124-91.0% |