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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 | $11,691 | $48,274-75.8% | $63,244-81.5% | $59,633-80.4% |
| Participation rate | 56.4% | 66.3%-9.9pp | 71.0%-14.6pp | 68.7%-12.3pp |
| Annual return | -14.12% | -240.79%+226.7pp | -70.31%+56.2pp | 2041.45%-2055.6pp |
| Employer contribution / active EE | $761 | $1,586-52.0% | $2,322-67.2% | $2,203-65.4% |
| Participant deferral / active EE | $2,215 | $2,343-5.5% | $2,953-25.0% | $3,192-30.6% |
| Admin fee / account holder | $1,182 | $3,600-67.2% | $5,893-79.9% | $4,297-72.5% |