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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 | $10,833 | $46,697-76.8% | $117,529-90.8% | $68,490-84.2% |
| Participation rate | 66.1% | 56.8%+9.3pp | 70.6%-4.5pp | 67.9%-1.8pp |
| Annual return | -14.63% | -14.52%-0.1pp | 29.77%-44.4pp | -7.85%-6.8pp |
| Employer contribution / active EE | $848 | $1,506-43.7% | $4,179-79.7% | $2,597-67.3% |
| Participant deferral / active EE | $1,881 | $2,637-28.7% | $4,072-53.8% | $4,028-53.3% |
| Admin fee / account holder | $679 | $4,023-83.1% | $5,645-88.0% | $5,403-87.4% |