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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 | $16,205 | $57,352-71.7% | $83,830-80.7% | $64,173-74.7% |
| Participation rate | 50.9% | 68.6%-17.7pp | 76.1%-25.2pp | 69.6%-18.7pp |
| Annual return | -12.86% | 11.38%-24.2pp | 850.97%-863.8pp | 7.63%-20.5pp |
| Employer contribution / active EE | $849 | $2,546-66.7% | $3,631-76.6% | $2,381-64.4% |
| Participant deferral / active EE | $2,025 | $2,993-32.3% | $4,082-50.4% | $3,470-41.6% |
| Admin fee / account holder | $808 | $4,046-80.0% | $5,479-85.3% | $4,887-83.5% |