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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 | $11,808 | $211,105-94.4% | $178,449-93.4% | $145,978-91.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | -3.59% | 30.19%-33.8pp | 27.09%-30.7pp | 550.52%-554.1pp |
| Employer contribution / active EE | $1,100 | $4,569-75.9% | $3,951-72.2% | $4,662-76.4% |
| Participant deferral / active EE | $2,609 | $6,959-62.5% | $6,277-58.4% | $6,690-61.0% |
| Admin fee / account holder | $66,474 | $12,017+453.2% | $10,362+541.5% | $13,400+396.1% |