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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 | $14,072 | $50,947-72.4% | $74,551-81.1% | $64,173-78.1% |
| Participation rate | 35.8% | 61.1%-25.3pp | 69.1%-33.4pp | 69.6%-33.8pp |
| Annual return | -3.11% | -1.85%-1.3pp | 32.53%-35.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $359 | $1,115-67.8% | $1,961-81.7% | $2,381-84.9% |
| Participant deferral / active EE | $1,077 | $2,302-53.2% | $3,108-65.4% | $3,470-69.0% |
| Admin fee / account holder | $1,701 | $4,221-59.7% | $5,059-66.4% | $4,887-65.2% |