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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 | $3,074 | $106,247-97.1% | $96,515-96.8% | $139,466-97.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | -22.33% | 38.47%-60.8pp | 35.73%-58.1pp | 373.66%-396.0pp |
| Employer contribution / active EE | $846 | $4,106-79.4% | $3,740-77.4% | $4,754-82.2% |
| Participant deferral / active EE | $1,535 | $5,456-71.9% | $4,880-68.5% | $6,712-77.1% |
| Admin fee / account holder | $2,101 | $7,885-73.4% | $6,735-68.8% | $11,409-81.6% |