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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 | $8,413 | $66,302-87.3% | $110,241-92.4% | $56,287-85.1% |
| Participation rate | 62.0% | 74.9%-12.9pp | 79.8%-17.8pp | 69.9%-7.8pp |
| Annual return | -8.51% | -1.18%-7.3pp | 314.75%-323.3pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,443 | $2,047-29.5% | $3,827-62.3% | $2,111-31.6% |
| Participant deferral / active EE | $2,080 | $3,381-38.5% | $4,672-55.5% | $3,350-37.9% |
| Admin fee / account holder | $803 | $698+14.9% | $8,548-90.6% | $521+54.1% |