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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 | $18,140 | $81,870-77.8% | $119,634-84.8% | $68,490-73.5% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -24.60% | -23.82%-0.8pp | -14.98%-9.6pp | -7.85%-16.7pp |
| Employer contribution / active EE | $1,753 | $2,692-34.9% | $4,232-58.6% | $2,597-32.5% |
| Participant deferral / active EE | $3,882 | $4,148-6.4% | $5,601-30.7% | $4,028-3.6% |
| Admin fee / account holder | $694 | $6,583-89.5% | $10,329-93.3% | $5,403-87.2% |