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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 | $13,355 | $64,716-79.4% | $112,258-88.1% | $68,495-80.5% |
| Participation rate | 62.1% | 67.2%-5.0pp | 75.1%-12.9pp | 67.9%-5.8pp |
| Annual return | -20.90% | -11.40%-9.5pp | 27.47%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,335 | $2,746-51.4% | $3,636-63.3% | $2,596-48.6% |
| Participant deferral / active EE | $1,978 | $3,565-44.5% | $4,728-58.2% | $4,028-50.9% |
| Admin fee / account holder | $2,041 | $5,232-61.0% | $6,411-68.2% | $5,403-62.2% |