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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 | $97 | $117,846-99.9% | $102,434-99.9% | $145,884-99.9% |
| Participation rate | 14.3% | 78.6%-64.3pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 13.39% | 31.90%-18.5pp | 29.46%-16.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $9,948 | $3,615+175.2% | $3,023+229.1% | $4,662+113.4% |
| Participant deferral / active EE | $43,268 | $5,733+654.7% | $5,055+756.0% | $6,690+546.8% |
| Admin fee / account holder | $4,360,169 | $13,356+32546.2% | $9,462+45980.9% | $13,392+32458.4% |