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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 | $28,133 | $94,529-70.2% | $140,019-79.9% | $64,173-56.2% |
| Participation rate | 65.6% | 84.1%-18.5pp | 87.5%-21.9pp | 69.6%-4.0pp |
| Annual return | -5.72% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,751 | $3,812-54.1% | $5,605-68.8% | $2,381-26.5% |
| Participant deferral / active EE | $2,636 | $5,250-49.8% | $6,927-61.9% | $3,470-24.0% |
| Admin fee / account holder | $2,982 | $6,741-55.8% | $10,705-72.1% | $4,887-39.0% |