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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 | $23,973 | $72,404-66.9% | $110,243-78.3% | $64,173-62.6% |
| Participation rate | 67.3% | 73.3%-6.0pp | 79.8%-12.5pp | 69.6%-2.2pp |
| Annual return | -8.66% | -6.29%-2.4pp | 314.76%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $590 | $2,282-74.1% | $3,827-84.6% | $2,381-75.2% |
| Participant deferral / active EE | $3,671 | $3,469+5.8% | $4,672-21.4% | $3,470+5.8% |
| Admin fee / account holder | $2,544 | $5,664-55.1% | $8,548-70.2% | $4,887-47.9% |