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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 | $28,353 | $110,083-74.2% | $151,639-81.3% | $68,486-58.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 87.5%-27.5pp | 67.9%-7.9pp |
| Annual return | 4.36% | -10.12%+14.5pp | 3.34%+1.0pp | -7.85%+12.2pp |
| Employer contribution / active EE | $1,396 | $4,470-68.8% | $6,165-77.4% | $2,597-46.2% |
| Participant deferral / active EE | $3,993 | $6,526-38.8% | $8,363-52.3% | $4,028-0.9% |
| Admin fee / account holder | $1,335 | $7,718-82.7% | $11,613-88.5% | $5,404-75.3% |