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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 | $13,037 | $50,947-74.4% | $74,551-82.5% | $64,173-79.7% |
| Participation rate | 55.2% | 61.1%-5.9pp | 69.1%-14.0pp | 69.6%-14.4pp |
| Annual return | -7.45% | -1.85%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $531 | $1,115-52.4% | $1,961-72.9% | $2,381-77.7% |
| Participant deferral / active EE | $1,053 | $2,302-54.2% | $3,108-66.1% | $3,470-69.6% |
| Admin fee / account holder | $2,412 | $4,221-42.9% | $5,059-52.3% | $4,887-50.6% |