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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 | $8,286 | $73,848-88.8% | $143,799-94.2% | $68,486-87.9% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -12.83% | 0.91%-13.7pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,062 | $3,184-66.6% | $4,952-78.6% | $2,597-59.1% |
| Participant deferral / active EE | $1,168 | $3,385-65.5% | $5,638-79.3% | $4,028-71.0% |
| Admin fee / account holder | $1,332 | $5,755-76.9% | $14,677-90.9% | $5,404-75.4% |