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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 | $15,686 | $64,729-75.8% | $112,263-86.0% | $68,490-77.1% |
| Participation rate | 58.8% | 67.2%-8.3pp | 75.1%-16.2pp | 67.9%-9.1pp |
| Annual return | -19.77% | -11.40%-8.4pp | 27.49%-47.3pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,598 | $2,746-41.8% | $3,636-56.1% | $2,597-38.5% |
| Participant deferral / active EE | $2,071 | $3,566-41.9% | $4,729-56.2% | $4,028-48.6% |
| Admin fee / account holder | $1,302 | $5,222-75.1% | $6,410-79.7% | $5,403-75.9% |