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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 | $12,272 | $48,364-74.6% | $71,796-82.9% | $62,881-80.5% |
| Participation rate | 37.5% | 60.6%-23.1pp | 69.1%-31.6pp | 69.3%-31.8pp |
| Annual return | 9.79% | 13.16%-3.4pp | 78.04%-68.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,082 | $2,091-48.2% | $2,794-61.3% | $3,203-66.2% |
| Admin fee / account holder | $1,151 | $3,771-69.5% | $4,815-76.1% | $4,296-73.2% |