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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 | $10,603 | $136,307-92.2% | $106,619-90.1% | $273,972-96.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | -4.73% | 11.05%-15.8pp | 9.42%-14.2pp | 41.46%-46.2pp |
| Employer contribution / active EE | $3,251 | $5,190-37.4% | $3,947-17.6% | $4,869-33.2% |
| Participant deferral / active EE | $2,557 | $4,969-48.6% | $3,930-34.9% | $5,287-51.6% |
| Admin fee / account holder | $3,906 | $8,625-54.7% | $6,418-39.1% | $10,133-61.5% |