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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 | $11,404 | $50,947-77.6% | $74,549-84.7% | $64,173-82.2% |
| Participation rate | 43.9% | 61.1%-17.2pp | 69.1%-25.2pp | 69.6%-25.7pp |
| Annual return | -8.06% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $222 | $1,115-80.1% | $1,961-88.7% | $2,381-90.7% |
| Participant deferral / active EE | $1,151 | $2,302-50.0% | $3,108-63.0% | $3,470-66.8% |
| Admin fee / account holder | $1,411 | $4,221-66.6% | $5,059-72.1% | $4,887-71.1% |