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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 | $8,617 | $46,697-81.5% | $117,533-92.7% | $68,486-87.4% |
| Participation rate | 44.4% | 56.8%-12.3pp | 70.6%-26.2pp | 67.9%-23.4pp |
| Annual return | -17.37% | -14.52%-2.9pp | 29.77%-47.1pp | -7.85%-9.5pp |
| Employer contribution / active EE | $421 | $1,506-72.1% | $4,179-89.9% | $2,597-83.8% |
| Participant deferral / active EE | $2,423 | $2,637-8.1% | $4,072-40.5% | $4,028-39.8% |
| Admin fee / account holder | $3,584 | $4,023-10.9% | $5,647-36.5% | $5,404-33.7% |