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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 | $10,782 | $54,162-80.1% | $68,612-84.3% | $64,173-83.2% |
| Participation rate | 53.6% | 68.1%-14.5pp | 72.2%-18.7pp | 69.6%-16.0pp |
| Annual return | -6.50% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $544 | $1,846-70.5% | $2,625-79.3% | $2,381-77.2% |
| Participant deferral / active EE | $1,079 | $2,626-58.9% | $3,311-67.4% | $3,470-68.9% |
| Admin fee / account holder | $696 | $4,029-82.7% | $5,131-86.4% | $4,887-85.8% |