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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 | $5,115 | $112,935-95.5% | $90,970-94.4% | $158,966-96.8% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | -32.63% | 215.79%-248.4pp | 134.58%-167.2pp | 302.95%-335.6pp |
| Employer contribution / active EE | $1,067 | $2,895-63.1% | $2,122-49.7% | $4,762-77.6% |
| Participant deferral / active EE | $1,187 | $4,129-71.3% | $3,373-64.8% | $5,983-80.2% |
| Admin fee / account holder | $1,502 | $8,045-81.3% | $5,960-74.8% | $11,250-86.7% |