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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 | $8,637 | $54,355-84.1% | $82,744-89.6% | $68,486-87.4% |
| Participation rate | 23.1% | 63.9%-40.9pp | 72.6%-49.5pp | 67.9%-44.8pp |
| Annual return | -17.46% | -13.67%-3.8pp | 702.22%-719.7pp | -7.85%-9.6pp |
| Employer contribution / active EE | $440 | $2,219-80.1% | $3,008-85.4% | $2,597-83.0% |
| Participant deferral / active EE | $1,060 | $3,246-67.4% | $4,395-75.9% | $4,028-73.7% |
| Admin fee / account holder | $2,717 | $4,397-38.2% | $5,325-49.0% | $5,404-49.7% |