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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 | $9,813 | $44,714-78.1% | $91,225-89.2% | $66,938-85.3% |
| Participation rate | 54.2% | 65.0%-10.8pp | 73.2%-19.0pp | 69.8%-15.6pp |
| Annual return | -22.10% | -12.25%-9.8pp | 114.12%-136.2pp | 1.58%-23.7pp |
| Employer contribution / active EE | $1,257 | $1,710-26.5% | $2,851-55.9% | $2,545-50.6% |
| Participant deferral / active EE | $1,600 | $3,355-52.3% | $4,233-62.2% | $4,238-62.3% |
| Admin fee / account holder | $827 | $521+58.6% | $5,422-84.8% | $594+39.3% |