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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 | $17,040 | $73,019-76.7% | $90,766-81.2% | $68,490-75.1% |
| Participation rate | 23.5% | 70.8%-47.3pp | 75.7%-52.2pp | 67.9%-44.4pp |
| Annual return | -20.03% | -13.81%-6.2pp | -12.16%-7.9pp | -7.85%-12.2pp |
| Employer contribution / active EE | $603 | $2,193-72.5% | $2,922-79.4% | $2,597-76.8% |
| Participant deferral / active EE | $1,912 | $3,626-47.3% | $4,565-58.1% | $4,028-52.5% |
| Admin fee / account holder | $3,426 | $5,897-41.9% | $8,446-59.4% | $5,403-36.6% |