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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 | $11,329 | $55,713-79.7% | $75,901-85.1% | $72,975-84.5% |
| Participation rate | 34.9% | 61.1%-26.2pp | 69.3%-34.4pp | 69.5%-34.6pp |
| Annual return | 10.98% | 27.60%-16.6pp | 30.76%-19.8pp | 81.01%-70.0pp |
| Employer contribution / active EE | $318 | $1,687-81.1% | $2,501-87.3% | $2,440-86.9% |
| Participant deferral / active EE | $1,389 | $2,634-47.3% | $3,603-61.5% | $3,608-61.5% |
| Admin fee / account holder | $1,322 | $3,980-66.8% | $5,420-75.6% | $5,124-74.2% |