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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 | $31,318 | $90,170-65.3% | $150,734-79.2% | $69,733-55.1% |
| Participation rate | 29.8% | 60.2%-30.5pp | 78.4%-48.7pp | 62.5%-32.7pp |
| Annual return | -61.85% | 16.56%-78.4pp | 600.81%-662.7pp | 15.22%-77.1pp |
| Employer contribution / active EE | $951 | $3,428-72.2% | $4,918-80.7% | $2,250-57.7% |
| Participant deferral / active EE | $1,473 | $3,086-52.3% | $5,610-73.7% | $3,054-51.8% |
| Admin fee / account holder | $3,216 | $4,600-30.1% | $14,905-78.4% | $3,102+3.7% |