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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 | $10,763 | $64,716-83.4% | $112,258-90.4% | $68,495-84.3% |
| Participation rate | 51.7% | 67.2%-15.4pp | 75.1%-23.3pp | 67.9%-16.2pp |
| Annual return | -25.04% | -11.40%-13.6pp | 27.47%-52.5pp | -7.84%-17.2pp |
| Employer contribution / active EE | $1,358 | $2,746-50.5% | $3,636-62.6% | $2,596-47.7% |
| Participant deferral / active EE | $2,374 | $3,565-33.4% | $4,728-49.8% | $4,028-41.1% |
| Admin fee / account holder | $785 | $5,232-85.0% | $6,411-87.8% | $5,403-85.5% |