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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 | $9,027 | $33,914-73.4% | $63,412-85.8% | $52,331-82.8% |
| Participation rate | 35.9% | 59.6%-23.7pp | 67.1%-31.2pp | 68.1%-32.2pp |
| Annual return | -1.54% | 3.22%-4.8pp | 4.04%-5.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $860 | $1,121-23.3% | $1,814-52.6% | $1,882-54.3% |
| Participant deferral / active EE | $1,632 | $1,733-5.9% | $2,496-34.6% | $3,022-46.0% |
| Admin fee / account holder | $671 | $353+90.0% | $3,753-82.1% | $592+13.5% |