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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 | $8,550 | $57,352-85.1% | $83,830-89.8% | $64,173-86.7% |
| Participation rate | 67.6% | 68.6%-1.0pp | 76.1%-8.5pp | 69.6%-1.9pp |
| Annual return | -30.67% | 11.38%-42.0pp | 850.97%-881.6pp | 7.63%-38.3pp |
| Employer contribution / active EE | $1,218 | $2,546-52.1% | $3,631-66.4% | $2,381-48.8% |
| Participant deferral / active EE | $2,840 | $2,993-5.1% | $4,082-30.4% | $3,470-18.1% |
| Admin fee / account holder | $1,004 | $4,046-75.2% | $5,479-81.7% | $4,887-79.5% |