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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 | $11,965 | $54,162-77.9% | $68,612-82.6% | $64,173-81.4% |
| Participation rate | 67.1% | 68.1%-1.0pp | 72.2%-5.1pp | 69.6%-2.5pp |
| Annual return | -7.72% | -1.62%-6.1pp | -4.63%-3.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $673 | $1,846-63.5% | $2,625-74.4% | $2,381-71.7% |
| Participant deferral / active EE | $1,025 | $2,626-61.0% | $3,311-69.0% | $3,470-70.5% |
| Admin fee / account holder | $1,129 | $4,029-72.0% | $5,131-78.0% | $4,887-76.9% |