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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 | $7,223 | $111,814-93.5% | $93,654-92.3% | $145,959-95.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 6.57% | 203.30%-196.7pp | 133.34%-126.8pp | 561.95%-555.4pp |
| Employer contribution / active EE | $2,401 | $3,092-22.3% | $2,421-0.8% | $4,661-48.5% |
| Participant deferral / active EE | $2,739 | $4,914-44.3% | $4,413-37.9% | $6,689-59.0% |
| Admin fee / account holder | $9,170 | $10,246-10.5% | $8,282+10.7% | $13,398-31.6% |