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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 | $4,328 | $49,280-91.2% | $67,313-93.6% | $64,181-93.3% |
| Participation rate | 61.5% | 60.8%+0.8pp | 69.1%-7.5pp | 69.6%-8.0pp |
| Annual return | -18.88% | -1.39%-17.5pp | -4.08%-14.8pp | 7.63%-26.5pp |
| Employer contribution / active EE | $504 | $1,668-69.8% | $2,566-80.4% | $2,381-78.8% |
| Participant deferral / active EE | $1,455 | $2,484-41.4% | $3,568-59.2% | $3,470-58.1% |
| Admin fee / account holder | $703 | $3,863-81.8% | $4,507-84.4% | $4,887-85.6% |