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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 | $12,932 | $53,596-75.9% | $90,657-85.7% | $64,173-79.8% |
| Participation rate | 63.9% | 64.5%-0.6pp | 74.0%-10.1pp | 69.6%-5.7pp |
| Annual return | -0.52% | 4.41%-4.9pp | 1.89%-2.4pp | 7.63%-8.2pp |
| Employer contribution / active EE | $886 | $1,503-41.1% | $2,532-65.0% | $2,381-62.8% |
| Participant deferral / active EE | $2,117 | $2,459-13.9% | $3,424-38.2% | $3,470-39.0% |
| Admin fee / account holder | $1,375 | $3,868-64.5% | $4,994-72.5% | $4,887-71.9% |