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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 | $12,233 | $69,745-82.5% | $67,511-81.9% | $74,546-83.6% |
| Participation rate | 40.0% | 71.3%-31.3pp | 72.9%-32.9pp | 67.2%-27.2pp |
| Annual return | 30.06% | -40.37%+70.4pp | 3517.41%-3487.4pp | 1366.03%-1336.0pp |
| Employer contribution / active EE | $1,064 | $2,705-60.7% | $2,733-61.1% | $2,624-59.4% |
| Participant deferral / active EE | $2,154 | $3,636-40.8% | $4,000-46.2% | $4,347-50.5% |
| Admin fee / account holder | $2,235 | $894+150.0% | $3,999-44.1% | $1,944+15.0% |