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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 | $11,035 | $46,697-76.4% | $117,533-90.6% | $68,486-83.9% |
| Participation rate | 55.0% | 56.8%-1.8pp | 70.6%-15.6pp | 67.9%-12.9pp |
| Annual return | -17.41% | -14.52%-2.9pp | 29.77%-47.2pp | -7.85%-9.6pp |
| Employer contribution / active EE | $910 | $1,506-39.6% | $4,179-78.2% | $2,597-65.0% |
| Participant deferral / active EE | $1,631 | $2,637-38.1% | $4,072-59.9% | $4,028-59.5% |
| Admin fee / account holder | $1,439 | $4,023-64.2% | $5,647-74.5% | $5,404-73.4% |