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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 | $8,261 | $46,360-82.2% | $147,617-94.4% | $52,331-84.2% |
| Participation rate | 50.5% | 64.9%-14.4pp | 84.6%-34.1pp | 68.1%-17.6pp |
| Annual return | 1.40% | 1.62%-0.2pp | 61.98%-60.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $611 | $2,126-71.3% | $5,565-89.0% | $1,882-67.5% |
| Participant deferral / active EE | $980 | $2,258-56.6% | $4,895-80.0% | $3,022-67.6% |
| Admin fee / account holder | $1,516 | $766+97.9% | $11,611-86.9% | $592+156.2% |