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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 | $13,476 | $47,448-71.6% | $94,993-85.8% | $62,293-78.4% |
| Participation rate | 35.5% | 66.5%-31.0pp | 73.9%-38.4pp | 69.5%-34.0pp |
| Annual return | 0.00% | 22.64%-22.6pp | 27.14%-27.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $885 | $1,300-31.9% | $2,603-66.0% | $2,042-56.7% |
| Participant deferral / active EE | $1,159 | $2,375-51.2% | $3,317-65.1% | $3,169-63.4% |
| Admin fee / account holder | $1,086 | $434+150.0% | $4,960-78.1% | $479+126.6% |