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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 | $9,380 | $84,236-88.9% | $170,435-94.5% | $70,126-86.6% |
| Participation rate | 68.3% | 70.8%-2.5pp | 83.6%-15.3pp | 69.5%-1.2pp |
| Annual return | -2.26% | 23.06%-25.3pp | 205.94%-208.2pp | 73.15%-75.4pp |
| Employer contribution / active EE | $1,853 | $3,387-45.3% | $5,432-65.9% | $2,343-20.9% |
| Participant deferral / active EE | $2,061 | $3,086-33.2% | $4,939-58.3% | $3,332-38.1% |
| Admin fee / account holder | $718 | $5,698-87.4% | $13,881-94.8% | $4,645-84.6% |