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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 | $5,051 | $123,155-95.9% | $108,753-95.4% | $155,188-96.7% |
| Participation rate | 58.3% | 75.6%-17.3pp | 71.1%-12.8pp | 80.8%-22.5pp |
| Annual return | -106.30% | 44.73%-151.0pp | 37.47%-143.8pp | 148.84%-255.1pp |
| Employer contribution / active EE | $2,096 | $2,811-25.5% | $2,427-13.6% | $4,248-50.7% |
| Participant deferral / active EE | $8,172 | $4,623+76.8% | $4,115+98.6% | $6,531+25.1% |
| Admin fee / account holder | $7,209 | $12,126-40.5% | $10,320-30.1% | $14,480-50.2% |