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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 | $8,155 | $138,076-94.1% | $123,553-93.4% | $135,380-94.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -11.29% | 153.70%-165.0pp | 119.21%-130.5pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,569 | $5,152-69.6% | $4,628-66.1% | $4,779-67.2% |
| Participant deferral / active EE | $3,569 | $6,800-47.5% | $6,426-44.5% | $5,609-36.4% |
| Admin fee / account holder | $4,220 | $10,917-61.3% | $9,284-54.5% | $10,828-61.0% |