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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 | $13,717 | $50,947-73.1% | $74,549-81.6% | $64,173-78.6% |
| Participation rate | 19.0% | 61.1%-42.0pp | 69.1%-50.1pp | 69.6%-50.5pp |
| Annual return | -17.28% | -1.85%-15.4pp | 32.53%-49.8pp | 7.63%-24.9pp |
| Employer contribution / active EE | $379 | $1,115-66.0% | $1,961-80.7% | $2,381-84.1% |
| Participant deferral / active EE | $1,437 | $2,302-37.6% | $3,108-53.8% | $3,470-58.6% |
| Admin fee / account holder | $354 | $4,221-91.6% | $5,059-93.0% | $4,887-92.7% |