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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 | $17,299 | $82,674-79.1% | $125,381-86.2% | $68,486-74.7% |
| Participation rate | 54.3% | 75.1%-20.8pp | 82.4%-28.1pp | 67.9%-13.6pp |
| Annual return | -21.17% | -5.97%-15.2pp | 572.31%-593.5pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,566 | $3,382-53.7% | $4,815-67.5% | $2,597-39.7% |
| Participant deferral / active EE | $3,714 | $6,111-39.2% | $7,448-50.1% | $4,028-7.8% |
| Admin fee / account holder | $5,171 | $6,277-17.6% | $10,007-48.3% | $5,404-4.3% |