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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 | $17,023 | $77,816-78.1% | $123,549-86.2% | $64,181-73.5% |
| Participation rate | 56.8% | 74.7%-18.0pp | 82.3%-25.5pp | 69.6%-12.8pp |
| Annual return | -9.84% | 12.49%-22.3pp | 119.20%-129.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $968 | $3,014-67.9% | $4,628-79.1% | $2,381-59.3% |
| Participant deferral / active EE | $4,959 | $5,240-5.4% | $6,426-22.8% | $3,470+42.9% |
| Admin fee / account holder | $780 | $5,519-85.9% | $9,284-91.6% | $4,887-84.0% |