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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 | $10,523 | $43,730-75.9% | $121,220-91.3% | $64,173-83.6% |
| Participation rate | 65.9% | 58.3%+7.5pp | 71.8%-5.9pp | 69.6%-3.7pp |
| Annual return | -5.96% | 68.94%-74.9pp | 16.94%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $377 | $1,297-70.9% | $4,023-90.6% | $2,381-84.1% |
| Participant deferral / active EE | $1,365 | $2,281-40.2% | $3,345-59.2% | $3,470-60.7% |
| Admin fee / account holder | $1,208 | $3,502-65.5% | $5,021-75.9% | $4,887-75.3% |