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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 | $9,481 | $48,570-80.5% | $130,660-92.7% | $72,975-87.0% |
| Participation rate | 37.6% | 58.6%-20.9pp | 71.7%-34.1pp | 69.5%-31.8pp |
| Annual return | 22.16% | 38.63%-16.5pp | 1709.29%-1687.1pp | 81.01%-58.9pp |
| Employer contribution / active EE | $403 | $1,334-69.8% | $4,092-90.2% | $2,440-83.5% |
| Participant deferral / active EE | $1,021 | $2,384-57.2% | $3,603-71.7% | $3,608-71.7% |
| Admin fee / account holder | $831 | $3,549-76.6% | $5,463-84.8% | $5,124-83.8% |