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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 | $64,729-91.7% | $112,263-95.2% | $68,490-92.2% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | 38.59% | -11.40%+50.0pp | 27.49%+11.1pp | -7.85%+46.4pp |
| Employer contribution / active EE | $1,653 | $2,746-39.8% | $3,636-54.5% | $2,597-36.3% |
| Participant deferral / active EE | $2,015 | $3,566-43.5% | $4,729-57.4% | $4,028-50.0% |
| Admin fee / account holder | $1,054 | $5,222-79.8% | $6,410-83.6% | $5,403-80.5% |