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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 | $4,948 | $54,357-90.9% | $82,706-94.0% | $68,495-92.8% |
| Participation rate | 48.4% | 63.9%-15.5pp | 72.6%-24.2pp | 67.9%-19.5pp |
| Annual return | -18.67% | -13.67%-5.0pp | 701.76%-720.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $618 | $2,218-72.2% | $3,007-79.5% | $2,596-76.2% |
| Participant deferral / active EE | $976 | $3,246-69.9% | $4,394-77.8% | $4,028-75.8% |
| Admin fee / account holder | $687 | $4,396-84.4% | $5,329-87.1% | $5,403-87.3% |