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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 | $10,699 | $41,981-74.5% | $63,412-83.1% | $59,633-82.1% |
| Participation rate | 27.3% | 60.3%-33.0pp | 67.1%-39.8pp | 68.7%-41.4pp |
| Annual return | -2.57% | 13.04%-15.6pp | 4.04%-6.6pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $419 | $1,287-67.5% | $1,814-76.9% | $2,203-81.0% |
| Participant deferral / active EE | $1,141 | $2,002-43.0% | $2,496-54.3% | $3,192-64.3% |
| Admin fee / account holder | $2,284 | $3,509-34.9% | $3,753-39.1% | $4,297-46.8% |