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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 | $17,226 | $50,947-66.2% | $74,549-76.9% | $64,173-73.2% |
| Participation rate | 17.2% | 61.1%-43.8pp | 69.1%-51.9pp | 69.6%-52.3pp |
| Annual return | -5.19% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $214 | $1,115-80.8% | $1,961-89.1% | $2,381-91.0% |
| Participant deferral / active EE | $1,080 | $2,302-53.1% | $3,108-65.2% | $3,470-68.9% |
| Admin fee / account holder | $567 | $4,221-86.6% | $5,059-88.8% | $4,887-88.4% |