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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 | $8,817 | $46,689-81.1% | $117,498-92.5% | $68,495-87.1% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -11.28% | -14.52%+3.2pp | 29.75%-41.0pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,233 | $1,505-18.1% | $4,178-70.5% | $2,596-52.5% |
| Participant deferral / active EE | $1,477 | $2,637-44.0% | $4,071-63.7% | $4,028-63.3% |
| Admin fee / account holder | $1,016 | $4,021-74.7% | $5,646-82.0% | $5,403-81.2% |