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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 | $12,486 | $75,962-83.6% | $154,108-91.9% | $64,173-80.5% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -8.72% | 30.32%-39.0pp | 735.21%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $873 | $3,350-73.9% | $5,298-83.5% | $2,381-63.3% |
| Participant deferral / active EE | $1,240 | $3,175-60.9% | $5,081-75.6% | $3,470-64.3% |
| Admin fee / account holder | $1,565 | $5,589-72.0% | $13,411-88.3% | $4,887-68.0% |