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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 | $13,295 | $75,832-82.5% | $147,617-91.0% | $59,633-77.7% |
| Participation rate | 50.0% | 71.6%-21.6pp | 84.6%-34.6pp | 68.7%-18.7pp |
| Annual return | -1.77% | 0.37%-2.1pp | 61.98%-63.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $741 | $3,485-78.7% | $5,564-86.7% | $2,203-66.4% |
| Participant deferral / active EE | $1,275 | $3,131-59.3% | $4,895-73.9% | $3,192-60.0% |
| Admin fee / account holder | $960 | $5,986-84.0% | $11,612-91.7% | $4,297-77.6% |