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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 | $6,291 | $46,697-86.5% | $117,533-94.6% | $68,486-90.8% |
| Participation rate | 27.3% | 56.8%-29.5pp | 70.6%-43.3pp | 67.9%-40.6pp |
| Annual return | -24.90% | -14.52%-10.4pp | 29.77%-54.7pp | -7.85%-17.0pp |
| Employer contribution / active EE | $310 | $1,506-79.4% | $4,179-92.6% | $2,597-88.1% |
| Participant deferral / active EE | $1,136 | $2,637-56.9% | $4,072-72.1% | $4,028-71.8% |
| Admin fee / account holder | $448 | $4,023-88.9% | $5,647-92.1% | $5,404-91.7% |