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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 | $8,346 | $77,416-89.2% | $69,464-88.0% | $152,897-94.5% |
| Participation rate | 9.1% | 78.1%-69.0pp | 74.6%-65.5pp | 82.5%-73.4pp |
| Annual return | 0.61% | 39.08%-38.5pp | 28.98%-28.4pp | 345.43%-344.8pp |
| Employer contribution / active EE | $649 | $3,315-80.4% | $2,779-76.6% | $4,764-86.4% |
| Participant deferral / active EE | $1,063 | $4,413-75.9% | $3,536-69.9% | $5,851-81.8% |
| Admin fee / account holder | $12,200 | $6,208+96.5% | $3,840+217.7% | $11,599+5.2% |