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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 | $16,000 | $64,719-75.3% | $112,249-85.7% | $68,486-76.6% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -18.43% | -11.40%-7.0pp | 27.48%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,155 | $2,747-58.0% | $3,636-68.2% | $2,597-55.5% |
| Participant deferral / active EE | $1,649 | $3,565-53.8% | $4,729-65.1% | $4,028-59.1% |
| Admin fee / account holder | $1,705 | $5,232-67.4% | $6,412-73.4% | $5,404-68.4% |