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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 | $4,337 | $39,028-88.9% | $80,741-94.6% | $85,847-94.9% |
| Participation rate | 20.6% | 41.6%-21.0pp | 54.2%-33.6pp | 69.3%-48.7pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $338 | $722-53.2% | $1,160-70.8% | $2,565-86.8% |
| Participant deferral / active EE | $731 | $1,326-44.8% | $2,145-65.9% | $3,952-81.5% |
| Admin fee / account holder | $355 | $2,429-85.4% | $3,380-89.5% | $6,261-94.3% |