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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 | $18,750 | $110,083-83.0% | $151,645-87.6% | $68,490-72.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 87.5%-37.5pp | 67.9%-17.9pp |
| Annual return | -21.69% | -10.12%-11.6pp | 3.34%-25.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,502 | $4,470-66.4% | $6,165-75.6% | $2,597-42.2% |
| Participant deferral / active EE | $4,252 | $6,526-34.9% | $8,363-49.2% | $4,028+5.6% |
| Admin fee / account holder | $470 | $7,718-93.9% | $11,614-96.0% | $5,403-91.3% |