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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 | $7,105 | $59,819-88.1% | $79,583-91.1% | $68,490-89.6% |
| Participation rate | 58.5% | 61.1%-2.6pp | 69.5%-11.0pp | 67.9%-9.4pp |
| Annual return | -17.96% | -12.30%-5.7pp | 0.16%-18.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $815 | $1,505-45.9% | $2,414-66.2% | $2,597-68.6% |
| Participant deferral / active EE | $1,720 | $3,025-43.1% | $3,986-56.9% | $4,028-57.3% |
| Admin fee / account holder | $1,130 | $4,835-76.6% | $6,835-83.5% | $5,403-79.1% |