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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 | $7,912 | $97,027-91.8% | $83,323-90.5% | $135,382-94.2% |
| Participation rate | 30.0% | 80.4%-50.4pp | 77.8%-47.8pp | 82.6%-52.6pp |
| Annual return | -14.06% | 12.31%-26.4pp | 10.63%-24.7pp | 519.77%-533.8pp |
| Employer contribution / active EE | $1,175 | $4,143-71.6% | $3,379-65.2% | $4,779-75.4% |
| Participant deferral / active EE | $3,012 | $5,964-49.5% | $5,565-45.9% | $5,609-46.3% |
| Admin fee / account holder | $1,309 | $8,427-84.5% | $7,539-82.6% | $10,829-87.9% |