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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 | $10,805 | $91,537-88.2% | $130,045-91.7% | $75,173-85.6% |
| Participation rate | 62.9% | 71.5%-8.6pp | 78.5%-15.6pp | 67.2%-4.3pp |
| Annual return | 20.31% | -631.55%+651.9pp | -137.30%+157.6pp | 160.72%-140.4pp |
| Employer contribution / active EE | $1,741 | $2,845-38.8% | $4,321-59.7% | $2,671-34.8% |
| Participant deferral / active EE | $2,554 | $4,343-41.2% | $5,820-56.1% | $4,126-38.1% |
| Admin fee / account holder | $1,293 | $6,780-80.9% | $10,600-87.8% | $5,651-77.1% |