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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 | $14,284 | $43,730-67.3% | $121,208-88.2% | $64,181-77.7% |
| Participation rate | 60.5% | 58.3%+2.1pp | 71.8%-11.3pp | 69.6%-9.1pp |
| Annual return | -7.10% | 68.94%-76.0pp | 16.93%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $960 | $1,297-25.9% | $4,023-76.1% | $2,381-59.7% |
| Participant deferral / active EE | $1,916 | $2,281-16.0% | $3,345-42.7% | $3,470-44.8% |
| Admin fee / account holder | $766 | $3,502-78.1% | $5,020-84.7% | $4,887-84.3% |