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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 | $14,053 | $99,032-85.8% | $80,022-82.4% | $135,382-89.6% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -6.17% | 15.39%-21.6pp | 11.22%-17.4pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,069 | $3,043-64.9% | $2,468-56.7% | $4,779-77.6% |
| Participant deferral / active EE | $1,806 | $4,282-57.8% | $3,686-51.0% | $5,609-67.8% |
| Admin fee / account holder | $1,259 | $10,436-87.9% | $6,521-80.7% | $10,829-88.4% |