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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 | $13,871 | $82,678-83.2% | $125,391-88.9% | $68,490-79.7% |
| Participation rate | 56.8% | 75.1%-18.3pp | 82.4%-25.6pp | 67.9%-11.1pp |
| Annual return | -22.84% | -5.97%-16.9pp | 572.41%-595.3pp | -7.85%-15.0pp |
| Employer contribution / active EE | $1,175 | $3,382-65.3% | $4,816-75.6% | $2,597-54.7% |
| Participant deferral / active EE | $5,074 | $6,111-17.0% | $7,448-31.9% | $4,028+26.0% |
| Admin fee / account holder | $355 | $6,277-94.3% | $10,009-96.5% | $5,403-93.4% |