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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 | $17,108 | $72,272-76.3% | $101,264-83.1% | $79,858-78.6% |
| Participation rate | 22.2% | 68.5%-46.2pp | 75.8%-53.6pp | 69.6%-47.4pp |
| Annual return | -3.03% | 22.30%-25.3pp | 46.48%-49.5pp | 31.72%-34.8pp |
| Employer contribution / active EE | $12,777 | $2,692+374.7% | $3,660+249.1% | $2,471+417.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $28,068 | $4,401+537.8% | $5,947+372.0% | $5,306+429.0% |