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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 | $9,793 | $82,674-88.2% | $125,381-92.2% | $68,486-85.7% |
| Participation rate | 65.5% | 75.1%-9.5pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -15.58% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,494 | $3,382-55.8% | $4,815-69.0% | $2,597-42.5% |
| Participant deferral / active EE | $2,623 | $6,111-57.1% | $7,448-64.8% | $4,028-34.9% |
| Admin fee / account holder | $3,457 | $6,277-44.9% | $10,007-65.5% | $5,404-36.0% |