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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 | $16,205 | $64,716-75.0% | $112,258-85.6% | $68,495-76.3% |
| Participation rate | 56.8% | 67.2%-10.3pp | 75.1%-18.2pp | 67.9%-11.1pp |
| Annual return | -19.75% | -11.40%-8.3pp | 27.47%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,152 | $2,746-58.0% | $3,636-68.3% | $2,596-55.6% |
| Participant deferral / active EE | $2,150 | $3,565-39.7% | $4,728-54.5% | $4,028-46.6% |
| Admin fee / account holder | $546 | $5,232-89.6% | $6,411-91.5% | $5,403-89.9% |