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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 | $5,912 | $43,730-86.5% | $121,220-95.1% | $64,173-90.8% |
| Participation rate | 53.5% | 58.3%-4.9pp | 71.8%-18.3pp | 69.6%-16.1pp |
| Annual return | -7.71% | 68.94%-76.7pp | 16.94%-24.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $791 | $1,297-39.0% | $4,023-80.3% | $2,381-66.8% |
| Participant deferral / active EE | $1,406 | $2,281-38.4% | $3,345-58.0% | $3,470-59.5% |
| Admin fee / account holder | $4,086 | $3,502+16.7% | $5,021-18.6% | $4,887-16.4% |