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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 | $16,179 | $71,878-77.5% | $86,698-81.3% | $68,486-76.4% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -17.34% | 3.53%-20.9pp | 35.95%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $650 | $2,173-70.1% | $2,837-77.1% | $2,597-75.0% |
| Participant deferral / active EE | $2,526 | $3,779-33.2% | $4,656-45.8% | $4,028-37.3% |
| Admin fee / account holder | $4,821 | $6,113-21.1% | $7,493-35.7% | $5,404-10.8% |