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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 | $17,248 | $50,947-66.1% | $74,551-76.9% | $64,173-73.1% |
| Participation rate | 61.3% | 61.1%+0.2pp | 69.1%-7.9pp | 69.6%-8.3pp |
| Annual return | -7.75% | -1.85%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,065 | $1,115-4.6% | $1,961-45.7% | $2,381-55.3% |
| Participant deferral / active EE | $1,470 | $2,302-36.1% | $3,108-52.7% | $3,470-57.6% |
| Admin fee / account holder | $5,578 | $4,221+32.2% | $5,059+10.3% | $4,887+14.1% |