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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 | $19,352 | $77,472-75.0% | $100,392-80.7% | $80,935-76.1% |
| Participation rate | 61.3% | 76.9%-15.7pp | 81.5%-20.2pp | 67.7%-6.4pp |
| Annual return | 11.04% | 37.26%-26.2pp | 49.45%-38.4pp | 35.66%-24.6pp |
| Employer contribution / active EE | $819 | $2,800-70.8% | $3,941-79.2% | $2,757-70.3% |
| Participant deferral / active EE | $3,136 | $6,818-54.0% | $8,090-61.2% | $4,299-27.1% |
| Admin fee / account holder | $352 | $5,885-94.0% | $7,904-95.5% | $6,924-94.9% |