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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 | $10,065 | $59,834-83.2% | $79,576-87.4% | $68,495-85.3% |
| Participation rate | 64.9% | 61.1%+3.9pp | 69.5%-4.5pp | 67.9%-3.0pp |
| Annual return | -20.22% | -12.30%-7.9pp | 0.15%-20.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $468 | $1,505-68.9% | $2,413-80.6% | $2,596-82.0% |
| Participant deferral / active EE | $2,023 | $3,024-33.1% | $3,985-49.2% | $4,028-49.8% |
| Admin fee / account holder | $494 | $4,835-89.8% | $6,834-92.8% | $5,403-90.9% |