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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 | $9,976 | $50,947-80.4% | $74,551-86.6% | $64,173-84.5% |
| Participation rate | 23.2% | 61.1%-37.9pp | 69.1%-46.0pp | 69.6%-46.4pp |
| Annual return | -6.68% | -1.85%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $590 | $1,115-47.1% | $1,961-69.9% | $2,381-75.2% |
| Participant deferral / active EE | $1,022 | $2,302-55.6% | $3,108-67.1% | $3,470-70.6% |
| Admin fee / account holder | $2,034 | $4,221-51.8% | $5,059-59.8% | $4,887-58.4% |