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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 | $9,707 | $48,364-79.9% | $71,796-86.5% | $62,881-84.6% |
| Participation rate | 53.2% | 60.6%-7.4pp | 69.1%-15.9pp | 69.3%-16.1pp |
| Annual return | 10.72% | 13.16%-2.4pp | 78.04%-67.3pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,115 | $2,091-46.7% | $2,794-60.1% | $3,203-65.2% |
| Admin fee / account holder | $535 | $3,771-85.8% | $4,815-88.9% | $4,296-87.5% |