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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 | $13,705 | $82,678-83.4% | $125,391-89.1% | $68,490-80.0% |
| Participation rate | 66.2% | 75.1%-8.8pp | 82.4%-16.1pp | 67.9%-1.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,831 | $3,382-45.9% | $4,816-62.0% | $2,597-29.5% |
| Participant deferral / active EE | $2,936 | $6,111-52.0% | $7,448-60.6% | $4,028-27.1% |
| Admin fee / account holder | $844 | $6,277-86.6% | $10,009-91.6% | $5,403-84.4% |