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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 | $7,256 | $100,792-92.8% | $86,691-91.6% | $134,509-94.6% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -27.95% | 29.08%-57.0pp | 35.94%-63.9pp | 418.13%-446.1pp |
| Employer contribution / active EE | $1,622 | $3,491-53.5% | $2,837-42.8% | $4,741-65.8% |
| Participant deferral / active EE | $2,996 | $5,339-43.9% | $4,656-35.6% | $6,400-53.2% |
| Admin fee / account holder | $2,704 | $10,924-75.2% | $7,492-63.9% | $11,427-76.3% |