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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 | $9,885 | $49,280-79.9% | $67,313-85.3% | $64,181-84.6% |
| Participation rate | 31.8% | 60.8%-29.0pp | 69.1%-37.3pp | 69.6%-37.8pp |
| Annual return | -7.78% | -1.39%-6.4pp | -4.08%-3.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $792 | $1,668-52.5% | $2,566-69.1% | $2,381-66.7% |
| Participant deferral / active EE | $1,056 | $2,484-57.5% | $3,568-70.4% | $3,470-69.6% |
| Admin fee / account holder | $827 | $3,863-78.6% | $4,507-81.6% | $4,887-83.1% |