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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 | $13,343 | $110,083-87.9% | $151,645-91.2% | $68,490-80.5% |
| Participation rate | 32.5% | 84.0%-51.5pp | 87.5%-55.0pp | 67.9%-35.4pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,123 | $4,470-52.5% | $6,165-65.6% | $2,597-18.2% |
| Participant deferral / active EE | $3,535 | $6,526-45.8% | $8,363-57.7% | $4,028-12.2% |
| Admin fee / account holder | $1,035 | $7,718-86.6% | $11,614-91.1% | $5,403-80.9% |