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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 | $7,302 | $97,020-92.5% | $83,322-91.2% | $135,379-94.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -3.26% | 12.31%-15.6pp | 10.64%-13.9pp | 519.79%-523.0pp |
| Employer contribution / active EE | $6,151 | $4,144+48.5% | $3,379+82.1% | $4,779+28.7% |
| Participant deferral / active EE | $2,123 | $5,964-64.4% | $5,565-61.8% | $5,609-62.1% |
| Admin fee / account holder | $3,125 | $8,426-62.9% | $7,540-58.6% | $10,828-71.1% |