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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 | $12,759 | $41,981-69.6% | $63,412-79.9% | $59,633-78.6% |
| Participation rate | 51.3% | 60.3%-9.0pp | 67.1%-15.8pp | 68.7%-17.4pp |
| Annual return | -0.69% | 13.04%-13.7pp | 4.04%-4.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $372 | $1,287-71.1% | $1,814-79.5% | $2,203-83.1% |
| Participant deferral / active EE | $1,541 | $2,002-23.0% | $2,496-38.2% | $3,192-51.7% |
| Admin fee / account holder | $2,153 | $3,509-38.6% | $3,753-42.6% | $4,297-49.9% |