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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 | $24,195 | $102,422-76.4% | $147,117-83.6% | $80,959-70.1% |
| Participation rate | 48.4% | 75.9%-27.5pp | 82.2%-33.8pp | 67.7%-19.3pp |
| Annual return | 9.11% | 135.16%-126.0pp | 420.54%-411.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $2,254 | $3,717-39.4% | $4,932-54.3% | $2,757-18.2% |
| Participant deferral / active EE | $2,720 | $6,652-59.1% | $8,065-66.3% | $4,300-36.8% |
| Admin fee / account holder | $6,395 | $7,953-19.6% | $12,993-50.8% | $6,925-7.7% |