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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 | $19,417 | $81,870-76.3% | $119,622-83.8% | $68,486-71.6% |
| Participation rate | 51.8% | 71.9%-20.1pp | 79.3%-27.5pp | 67.9%-16.1pp |
| Annual return | -15.70% | -23.82%+8.1pp | -14.98%-0.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,216 | $2,692-54.8% | $4,232-71.3% | $2,597-53.2% |
| Participant deferral / active EE | $3,078 | $4,148-25.8% | $5,601-45.0% | $4,028-23.6% |
| Admin fee / account holder | $2,259 | $6,583-65.7% | $10,328-78.1% | $5,404-58.2% |