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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 | $18,306 | $77,816-76.5% | $123,552-85.2% | $64,173-71.5% |
| Participation rate | 55.2% | 74.7%-19.5pp | 82.3%-27.1pp | 69.6%-14.4pp |
| Annual return | -6.40% | 12.49%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,584 | $3,014-47.4% | $4,628-65.8% | $2,381-33.5% |
| Participant deferral / active EE | $4,212 | $5,240-19.6% | $6,426-34.5% | $3,470+21.4% |
| Admin fee / account holder | $3,305 | $5,519-40.1% | $9,285-64.4% | $4,887-32.4% |