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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 | $7,521 | $70,418-89.3% | $96,570-92.2% | $85,847-91.2% |
| Participation rate | 21.1% | 61.8%-40.8pp | 69.8%-48.8pp | 69.3%-48.3pp |
| Annual return | 17.51% | 18.59%-1.1pp | 37.79%-20.3pp | 318.61%-301.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,335 | $2,894-53.9% | $3,849-65.3% | $3,952-66.2% |
| Admin fee / account holder | $579 | $4,995-88.4% | $6,182-90.6% | $6,261-90.7% |