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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 | $13,107 | $79,449-83.5% | $189,597-93.1% | $85,851-84.7% |
| Participation rate | 27.6% | 66.0%-38.4pp | 78.4%-50.9pp | 69.3%-41.7pp |
| Annual return | -127.43% | 18.45%-145.9pp | 64.20%-191.6pp | 318.63%-446.1pp |
| Employer contribution / active EE | $3,945 | $2,081+89.6% | $4,412-10.6% | $2,565+53.8% |
| Participant deferral / active EE | $7,821 | $4,051+93.1% | $6,174+26.7% | $3,952+97.9% |
| Admin fee / account holder | $3,248 | $5,377-39.6% | $9,807-66.9% | $6,261-48.1% |