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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 | $12,475 | $45,566-72.6% | $64,105-80.5% | $59,633-79.1% |
| Participation rate | 35.0% | 60.2%-25.2pp | 68.2%-33.2pp | 68.7%-33.7pp |
| Annual return | 0.21% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $145 | $934-84.4% | $1,820-92.0% | $2,203-93.4% |
| Participant deferral / active EE | $1,055 | $2,057-48.7% | $2,822-62.6% | $3,192-66.9% |
| Admin fee / account holder | $1,963 | $3,268-39.9% | $4,499-56.4% | $4,297-54.3% |