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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 | $4,260 | $118,869-96.4% | $96,575-95.6% | $167,518-97.5% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $743 | $3,120-76.2% | $2,357-68.5% | $4,838-84.6% |
| Participant deferral / active EE | $3,445 | $4,616-25.4% | $3,849-10.5% | $6,342-45.7% |
| Admin fee / account holder | $2,765 | $8,067-65.7% | $6,182-55.3% | $12,312-77.5% |