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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 | $3,806 | $93,124-95.9% | $77,100-95.1% | $134,545-97.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -30.26% | 62.68%-92.9pp | 42.35%-72.6pp | 418.37%-448.6pp |
| Employer contribution / active EE | $716 | $3,421-79.1% | $2,815-74.6% | $4,742-84.9% |
| Participant deferral / active EE | $1,179 | $5,242-77.5% | $4,430-73.4% | $6,401-81.6% |
| Admin fee / account holder | $627 | $6,970-91.0% | $5,443-88.5% | $11,431-94.5% |