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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 | $11,388 | $64,719-82.4% | $112,249-89.9% | $68,486-83.4% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -22.74% | -11.40%-11.3pp | 27.48%-50.2pp | -7.85%-14.9pp |
| Employer contribution / active EE | $977 | $2,747-64.4% | $3,636-73.1% | $2,597-62.4% |
| Participant deferral / active EE | $1,831 | $3,565-48.6% | $4,729-61.3% | $4,028-54.5% |
| Admin fee / account holder | $1,077 | $5,232-79.4% | $6,412-83.2% | $5,404-80.1% |