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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 | $16,539 | $50,947-67.5% | $74,551-77.8% | $64,173-74.2% |
| Participation rate | 59.4% | 61.1%-1.7pp | 69.1%-9.8pp | 69.6%-10.2pp |
| Annual return | -6.92% | -1.85%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,509 | $1,115+35.3% | $1,961-23.1% | $2,381-36.6% |
| Participant deferral / active EE | $2,052 | $2,302-10.8% | $3,108-34.0% | $3,470-40.8% |
| Admin fee / account holder | $832 | $4,221-80.3% | $5,059-83.6% | $4,887-83.0% |