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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 | $19,422 | $71,878-73.0% | $86,698-77.6% | $68,486-71.6% |
| Participation rate | 56.0% | 72.2%-16.2pp | 76.6%-20.6pp | 67.9%-11.9pp |
| Annual return | -38.35% | 3.53%-41.9pp | 35.95%-74.3pp | -7.85%-30.5pp |
| Employer contribution / active EE | $1,719 | $2,173-20.9% | $2,837-39.4% | $2,597-33.8% |
| Participant deferral / active EE | $3,443 | $3,779-8.9% | $4,656-26.1% | $4,028-14.5% |
| Admin fee / account holder | $1,443 | $6,113-76.4% | $7,493-80.7% | $5,404-73.3% |