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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 | $12,360 | $56,339-78.1% | $104,299-88.1% | $68,490-82.0% |
| Participation rate | 60.0% | 63.3%-3.3pp | 73.3%-13.3pp | 67.9%-7.9pp |
| Annual return | -16.51% | -9.19%-7.3pp | 24.62%-41.1pp | -7.85%-8.7pp |
| Employer contribution / active EE | $993 | $1,960-49.3% | $3,373-70.6% | $2,597-61.8% |
| Participant deferral / active EE | $1,845 | $3,077-40.0% | $4,626-60.1% | $4,028-54.2% |
| Admin fee / account holder | $1,481 | $4,902-69.8% | $7,339-79.8% | $5,403-72.6% |