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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 | $12,543 | $65,704-80.9% | $94,229-86.7% | $59,633-79.0% |
| Participation rate | 61.5% | 72.1%-10.6pp | 78.8%-17.2pp | 68.7%-7.1pp |
| Annual return | -6.10% | 5.22%-11.3pp | 10.68%-16.8pp | 2041.45%-2047.5pp |
| Employer contribution / active EE | $817 | $2,021-59.6% | $3,587-77.2% | $2,203-62.9% |
| Participant deferral / active EE | $1,652 | $3,143-47.5% | $4,320-61.8% | $3,192-48.3% |
| Admin fee / account holder | $763 | $4,265-82.1% | $6,269-87.8% | $4,297-82.3% |