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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 | $6,344 | $93,098-93.2% | $77,081-91.8% | $134,509-95.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -13.63% | 62.63%-76.3pp | 42.33%-56.0pp | 418.13%-431.8pp |
| Employer contribution / active EE | $847 | $3,419-75.2% | $2,813-69.9% | $4,741-82.1% |
| Participant deferral / active EE | $2,032 | $5,239-61.2% | $4,428-54.1% | $6,400-68.3% |
| Admin fee / account holder | $2,233 | $6,945-67.9% | $5,427-58.9% | $11,427-80.5% |