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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 | $17,108 | $71,873-76.2% | $86,698-80.3% | $68,490-75.0% |
| Participation rate | 42.6% | 72.2%-29.7pp | 76.6%-34.0pp | 67.9%-25.3pp |
| Annual return | -16.69% | 3.54%-20.2pp | 35.96%-52.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,132 | $2,173-47.9% | $2,837-60.1% | $2,597-56.4% |
| Participant deferral / active EE | $1,933 | $3,779-48.9% | $4,656-58.5% | $4,028-52.0% |
| Admin fee / account holder | $2,376 | $6,110-61.1% | $7,492-68.3% | $5,403-56.0% |