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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 | $19,071 | $73,988-74.2% | $96,538-80.2% | $75,177-74.6% |
| Participation rate | 54.3% | 66.4%-12.1pp | 74.3%-20.0pp | 67.2%-12.9pp |
| Annual return | 9.13% | 26.73%-17.6pp | 35.74%-26.6pp | 160.75%-151.6pp |
| Employer contribution / active EE | $1,232 | $2,930-58.0% | $3,740-67.1% | $2,671-53.9% |
| Participant deferral / active EE | $1,470 | $3,660-59.8% | $4,880-69.9% | $4,126-64.4% |
| Admin fee / account holder | $9,387 | $5,220+79.8% | $6,737+39.3% | $5,651+66.1% |