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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 | $8,114 | $46,697-82.6% | $117,533-93.1% | $68,486-88.2% |
| Participation rate | 61.8% | 56.8%+5.0pp | 70.6%-8.8pp | 67.9%-6.1pp |
| Annual return | -17.80% | -14.52%-3.3pp | 29.77%-47.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,198 | $1,506-20.4% | $4,179-71.3% | $2,597-53.9% |
| Participant deferral / active EE | $2,599 | $2,637-1.5% | $4,072-36.2% | $4,028-35.5% |
| Admin fee / account holder | $716 | $4,023-82.2% | $5,647-87.3% | $5,404-86.7% |