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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 | $21,997 | $72,404-69.6% | $110,243-80.0% | $64,173-65.7% |
| Participation rate | 48.6% | 73.3%-24.8pp | 79.8%-31.3pp | 69.6%-21.0pp |
| Annual return | -1.26% | -6.29%+5.0pp | 314.76%-316.0pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,800 | $2,282-21.1% | $3,827-53.0% | $2,381-24.4% |
| Participant deferral / active EE | $3,126 | $3,469-9.9% | $4,672-33.1% | $3,470-9.9% |
| Admin fee / account holder | $23,312 | $5,664+311.5% | $8,548+172.7% | $4,887+377.0% |