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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 | $11,146 | $43,730-74.5% | $121,220-90.8% | $64,173-82.6% |
| Participation rate | 38.2% | 58.3%-20.1pp | 71.8%-33.5pp | 69.6%-31.3pp |
| Annual return | -11.08% | 68.94%-80.0pp | 16.94%-28.0pp | 7.63%-18.7pp |
| Employer contribution / active EE | $681 | $1,297-47.5% | $4,023-83.1% | $2,381-71.4% |
| Participant deferral / active EE | $2,013 | $2,281-11.7% | $3,345-39.8% | $3,470-42.0% |
| Admin fee / account holder | $526 | $3,502-85.0% | $5,021-89.5% | $4,887-89.2% |