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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 | $15,476 | $81,870-81.1% | $119,622-87.1% | $68,486-77.4% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.3%-39.3pp | 67.9%-27.9pp |
| Annual return | -25.71% | -23.82%-1.9pp | -14.98%-10.7pp | -7.85%-17.9pp |
| Employer contribution / active EE | $1,061 | $2,692-60.6% | $4,232-74.9% | $2,597-59.1% |
| Participant deferral / active EE | $2,267 | $4,148-45.3% | $5,601-59.5% | $4,028-43.7% |
| Admin fee / account holder | $734 | $6,583-88.8% | $10,328-92.9% | $5,404-86.4% |