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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,593 | $148,582-92.9% | $135,942-92.2% | $139,456-92.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 8.39% | 79.26%-70.9pp | 68.28%-59.9pp | 373.45%-365.1pp |
| Employer contribution / active EE | $1,851 | $5,245-64.7% | $4,858-61.9% | $4,753-61.0% |
| Participant deferral / active EE | $2,731 | $8,101-66.3% | $7,759-64.8% | $6,711-59.3% |
| Admin fee / account holder | $57,607 | $12,402+364.5% | $10,764+435.2% | $11,407+405.0% |