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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 | $15,483 | $43,730-64.6% | $121,220-87.2% | $64,173-75.9% |
| Participation rate | 35.1% | 58.3%-23.3pp | 71.8%-36.7pp | 69.6%-34.5pp |
| Annual return | -1.05% | 68.94%-70.0pp | 16.94%-18.0pp | 7.63%-8.7pp |
| Employer contribution / active EE | $717 | $1,297-44.7% | $4,023-82.2% | $2,381-69.9% |
| Participant deferral / active EE | $1,292 | $2,281-43.4% | $3,345-61.4% | $3,470-62.8% |
| Admin fee / account holder | $525 | $3,502-85.0% | $5,021-89.6% | $4,887-89.3% |