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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 | $8,458 | $75,962-88.9% | $154,108-94.5% | $64,173-86.8% |
| Participation rate | 51.1% | 70.4%-19.3pp | 83.0%-31.9pp | 69.6%-18.4pp |
| Annual return | -8.49% | 30.32%-38.8pp | 735.21%-743.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $993 | $3,350-70.4% | $5,298-81.3% | $2,381-58.3% |
| Participant deferral / active EE | $1,265 | $3,175-60.2% | $5,081-75.1% | $3,470-63.5% |
| Admin fee / account holder | $1,042 | $5,589-81.4% | $13,411-92.2% | $4,887-78.7% |