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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 | $17,925 | $89,370-79.9% | $141,197-87.3% | $72,976-75.4% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 13.66% | 111.88%-98.2pp | 71.41%-57.8pp | 81.02%-67.4pp |
| Employer contribution / active EE | $1,270 | $3,115-59.2% | $4,736-73.2% | $2,440-47.9% |
| Participant deferral / active EE | $2,983 | $5,419-45.0% | $6,710-55.6% | $3,608-17.3% |
| Admin fee / account holder | $3,681 | $5,957-38.2% | $10,265-64.1% | $5,124-28.2% |