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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 | $11,501 | $95,975-88.0% | $74,552-84.6% | $135,382-91.5% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -3.48% | 56.96%-60.4pp | 32.53%-36.0pp | 519.77%-523.3pp |
| Employer contribution / active EE | $643 | $2,716-76.3% | $1,961-67.2% | $4,779-86.6% |
| Participant deferral / active EE | $784 | $3,844-79.6% | $3,108-74.8% | $5,609-86.0% |
| Admin fee / account holder | $1,210 | $6,522-81.5% | $5,060-76.1% | $10,829-88.8% |