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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 | $12,726 | $50,947-75.0% | $74,551-82.9% | $64,173-80.2% |
| Participation rate | 33.9% | 61.1%-27.2pp | 69.1%-35.2pp | 69.6%-35.7pp |
| Annual return | 32.30% | -1.85%+34.2pp | 32.53%-0.2pp | 7.63%+24.7pp |
| Employer contribution / active EE | $350 | $1,115-68.6% | $1,961-82.1% | $2,381-85.3% |
| Participant deferral / active EE | $2,249 | $2,302-2.3% | $3,108-27.6% | $3,470-35.2% |
| Admin fee / account holder | $1,390 | $4,221-67.1% | $5,059-72.5% | $4,887-71.6% |