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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 | $15,360 | $43,550-64.7% | $63,244-75.7% | $52,331-70.6% |
| Participation rate | 57.1% | 65.7%-8.6pp | 71.0%-13.9pp | 68.1%-11.0pp |
| Annual return | 4.09% | 2.03%+2.1pp | -70.31%+74.4pp | 4.54%-0.5pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,134 | $2,254+127.8% | $2,953+73.8% | $3,022+69.9% |
| Admin fee / account holder | $1,341 | $387+246.5% | $5,893-77.3% | $592+126.6% |