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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 | $16,310 | $82,674-80.3% | $125,381-87.0% | $68,486-76.2% |
| Participation rate | 68.5% | 75.1%-6.5pp | 82.4%-13.8pp | 67.9%+0.6pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,438 | $3,382-27.9% | $4,815-49.4% | $2,597-6.1% |
| Participant deferral / active EE | $2,811 | $6,111-54.0% | $7,448-62.3% | $4,028-30.2% |
| Admin fee / account holder | $1,893 | $6,277-69.8% | $10,007-81.1% | $5,404-65.0% |