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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 | $14,247 | $48,274-70.5% | $63,244-77.5% | $59,633-76.1% |
| Participation rate | 64.0% | 66.3%-2.3pp | 71.0%-7.0pp | 68.7%-4.7pp |
| Annual return | -1.30% | -240.79%+239.5pp | -70.31%+69.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,207 | $1,586-23.9% | $2,322-48.0% | $2,203-45.2% |
| Participant deferral / active EE | $2,064 | $2,343-11.9% | $2,953-30.1% | $3,192-35.3% |
| Admin fee / account holder | $2,519 | $3,600-30.0% | $5,893-57.2% | $4,297-41.4% |