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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 | $12,848 | $65,557-80.4% | $105,738-87.8% | $56,287-77.2% |
| Participation rate | 59.5% | 63.4%-3.9pp | 76.3%-16.9pp | 69.9%-10.4pp |
| Annual return | -4.24% | -1.32%-2.9pp | 6.27%-10.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $819 | $1,788-54.2% | $3,268-74.9% | $2,111-61.2% |
| Participant deferral / active EE | $1,163 | $2,418-51.9% | $4,080-71.5% | $3,350-65.3% |
| Admin fee / account holder | $594 | $561+5.7% | $6,913-91.4% | $521+13.9% |