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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 | $5,340 | $64,706-91.7% | $112,244-95.2% | $68,498-92.2% |
| Participation rate | 55.6% | 67.1%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | 38.59% | -11.40%+50.0pp | 27.46%+11.1pp | -7.84%+46.4pp |
| Employer contribution / active EE | $1,653 | $2,746-39.8% | $3,635-54.5% | $2,596-36.3% |
| Participant deferral / active EE | $2,015 | $3,565-43.5% | $4,728-57.4% | $4,027-50.0% |
| Admin fee / account holder | $1,054 | $5,231-79.9% | $6,411-83.6% | $5,403-80.5% |