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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 | $7,214 | $211,946-96.6% | $169,452-95.7% | $135,380-94.7% |
| Participation rate | 29.4% | 82.6%-53.2pp | 77.8%-48.4pp | 82.6%-53.2pp |
| Annual return | -12.38% | 3.26%-15.6pp | 1.83%-14.2pp | 519.81%-532.2pp |
| Employer contribution / active EE | $493 | $5,117-90.4% | $4,157-88.1% | $4,779-89.7% |
| Participant deferral / active EE | $1,025 | $6,075-83.1% | $5,277-80.6% | $5,609-81.7% |
| Admin fee / account holder | $1,611 | $11,472-86.0% | $9,110-82.3% | $10,828-85.1% |