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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 | $9,033 | $54,355-83.4% | $82,744-89.1% | $68,486-86.8% |
| Participation rate | 48.6% | 63.9%-15.3pp | 72.6%-23.9pp | 67.9%-19.2pp |
| Annual return | -17.08% | -13.67%-3.4pp | 702.22%-719.3pp | -7.85%-9.2pp |
| Employer contribution / active EE | $688 | $2,219-69.0% | $3,008-77.1% | $2,597-73.5% |
| Participant deferral / active EE | $1,799 | $3,246-44.6% | $4,395-59.1% | $4,028-55.3% |
| Admin fee / account holder | $740 | $4,397-83.2% | $5,325-86.1% | $5,404-86.3% |