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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 | $13,116 | $82,674-84.1% | $125,363-89.5% | $68,495-80.9% |
| Participation rate | 31.3% | 75.0%-43.8pp | 82.4%-51.1pp | 67.9%-36.6pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.15%-588.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $836 | $3,382-75.3% | $4,815-82.6% | $2,596-67.8% |
| Participant deferral / active EE | $2,763 | $6,111-54.8% | $7,447-62.9% | $4,028-31.4% |
| Admin fee / account holder | $4,239 | $6,276-32.5% | $10,005-57.6% | $5,403-21.5% |