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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 | $8,633 | $82,674-89.6% | $125,381-93.1% | $68,486-87.4% |
| Participation rate | 63.6% | 75.1%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -28.53% | -5.97%-22.6pp | 572.31%-600.8pp | -7.85%-20.7pp |
| Employer contribution / active EE | $1,320 | $3,382-61.0% | $4,815-72.6% | $2,597-49.2% |
| Participant deferral / active EE | $2,616 | $6,111-57.2% | $7,448-64.9% | $4,028-35.1% |
| Admin fee / account holder | $950 | $6,277-84.9% | $10,007-90.5% | $5,404-82.4% |