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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 | $19,718 | $109,782-82.0% | $260,467-92.4% | $94,015-79.0% |
| Participation rate | 40.0% | 67.2%-27.2pp | 80.5%-40.5pp | 70.8%-30.8pp |
| Annual return | -34.66% | 18.60%-53.3pp | 100.60%-135.3pp | 17.84%-52.5pp |
| Employer contribution / active EE | $527 | $2,147-75.5% | $4,239-87.6% | $2,790-81.1% |
| Participant deferral / active EE | $1,530 | $4,044-62.2% | $6,319-75.8% | $4,249-64.0% |
| Admin fee / account holder | $1,508 | $11,958-87.4% | $15,461-90.2% | $8,951-83.2% |