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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 | $10,919 | $75,962-85.6% | $154,108-92.9% | $64,173-83.0% |
| Participation rate | 39.8% | 70.4%-30.7pp | 83.0%-43.3pp | 69.6%-29.8pp |
| Annual return | -3.05% | 30.32%-33.4pp | 735.21%-738.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $554 | $3,350-83.5% | $5,298-89.5% | $2,381-76.7% |
| Participant deferral / active EE | $1,242 | $3,175-60.9% | $5,081-75.5% | $3,470-64.2% |
| Admin fee / account holder | $12,654 | $5,589+126.4% | $13,411-5.6% | $4,887+158.9% |