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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 | $14,275 | $57,350-75.1% | $83,850-83.0% | $64,181-77.8% |
| Participation rate | 41.9% | 68.6%-26.7pp | 76.1%-34.3pp | 69.6%-27.7pp |
| Annual return | -10.75% | 11.38%-22.1pp | 850.92%-861.7pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,062 | $2,545-58.3% | $3,631-70.8% | $2,381-55.4% |
| Participant deferral / active EE | $1,932 | $2,993-35.5% | $4,082-52.7% | $3,470-44.3% |
| Admin fee / account holder | $2,800 | $4,046-30.8% | $5,478-48.9% | $4,887-42.7% |