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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 | $9,389 | $50,947-81.6% | $74,549-87.4% | $64,173-85.4% |
| Participation rate | 51.1% | 61.1%-9.9pp | 69.1%-18.0pp | 69.6%-18.5pp |
| Annual return | -6.06% | -1.85%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $237 | $1,115-78.7% | $1,961-87.9% | $2,381-90.0% |
| Participant deferral / active EE | $1,298 | $2,302-43.6% | $3,108-58.3% | $3,470-62.6% |
| Admin fee / account holder | $2,272 | $4,221-46.2% | $5,059-55.1% | $4,887-53.5% |