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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 | $9,212 | $53,162-82.7% | $91,225-89.9% | $68,495-86.6% |
| Participation rate | 60.7% | 63.2%-2.5pp | 73.2%-12.5pp | 67.9%-7.2pp |
| Annual return | -19.66% | -3.14%-16.5pp | 114.10%-133.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,167 | $1,709-31.8% | $2,851-59.1% | $2,596-55.1% |
| Participant deferral / active EE | $1,728 | $2,974-41.9% | $4,234-59.2% | $4,028-57.1% |
| Admin fee / account holder | $1,353 | $4,493-69.9% | $5,422-75.1% | $5,403-75.0% |