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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 | $9,500 | $73,019-87.0% | $90,766-89.5% | $68,490-86.1% |
| Participation rate | 67.7% | 70.8%-3.1pp | 75.7%-8.0pp | 67.9%-0.2pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,377 | $2,193-37.2% | $2,922-52.9% | $2,597-47.0% |
| Participant deferral / active EE | $1,631 | $3,626-55.0% | $4,565-64.3% | $4,028-59.5% |
| Admin fee / account holder | $614 | $5,897-89.6% | $8,446-92.7% | $5,403-88.6% |