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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 | $8,213 | $42,909-80.9% | $60,906-86.5% | $68,486-88.0% |
| Participation rate | 62.0% | 66.8%-4.8pp | 73.1%-11.1pp | 67.9%-5.9pp |
| Annual return | -18.24% | -13.99%-4.3pp | 16.94%-35.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $940 | $1,979-52.5% | $2,703-65.2% | $2,597-63.8% |
| Participant deferral / active EE | $1,379 | $2,866-51.9% | $3,814-63.8% | $4,028-65.7% |
| Admin fee / account holder | $2,073 | $3,104-33.2% | $3,227-35.8% | $5,404-61.6% |