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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 | $14,139 | $57,350-75.3% | $83,850-83.1% | $64,181-78.0% |
| Participation rate | 26.9% | 68.6%-41.7pp | 76.1%-49.2pp | 69.6%-42.6pp |
| Annual return | -2.97% | 11.38%-14.3pp | 850.92%-853.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $572 | $2,545-77.5% | $3,631-84.2% | $2,381-76.0% |
| Participant deferral / active EE | $1,965 | $2,993-34.4% | $4,082-51.9% | $3,470-43.4% |
| Admin fee / account holder | $2,641 | $4,046-34.7% | $5,478-51.8% | $4,887-46.0% |