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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 | $23,340 | $131,835-82.3% | $108,582-78.5% | $273,972-91.5% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.6%-42.1pp | 83.0%-45.5pp |
| Annual return | 8.70% | -91.57%+100.3pp | -51.70%+60.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,261 | $4,913-74.3% | $3,758-66.4% | $4,869-74.1% |
| Participant deferral / active EE | $3,176 | $5,127-38.1% | $4,311-26.3% | $5,287-39.9% |
| Admin fee / account holder | $2,595 | $10,253-74.7% | $7,645-66.1% | $10,133-74.4% |