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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 | $13,782 | $52,911-74.0% | $73,309-81.2% | $59,633-76.9% |
| Participation rate | 65.1% | 68.2%-3.1pp | 74.9%-9.8pp | 68.7%-3.6pp |
| Annual return | -4.68% | 12.20%-16.9pp | 5.67%-10.4pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $1,764 | $1,909-7.6% | $3,237-45.5% | $2,203-19.9% |
| Participant deferral / active EE | $3,278 | $4,069-19.5% | $4,991-34.3% | $3,192+2.7% |
| Admin fee / account holder | $1,626 | $3,835-57.6% | $5,635-71.1% | $4,297-62.2% |