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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 | $16,312 | $57,352-71.6% | $83,830-80.5% | $64,173-74.6% |
| Participation rate | 56.7% | 68.6%-11.9pp | 76.1%-19.5pp | 69.6%-12.9pp |
| Annual return | -6.53% | 11.38%-17.9pp | 850.97%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,335 | $2,546-47.6% | $3,631-63.2% | $2,381-43.9% |
| Participant deferral / active EE | $1,446 | $2,993-51.7% | $4,082-64.6% | $3,470-58.3% |
| Admin fee / account holder | $2,067 | $4,046-48.9% | $5,479-62.3% | $4,887-57.7% |