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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 | $23,043 | $81,870-71.9% | $119,634-80.7% | $68,490-66.4% |
| Participation rate | 69.7% | 71.9%-2.2pp | 79.3%-9.6pp | 67.9%+1.8pp |
| Annual return | -19.04% | -23.82%+4.8pp | -14.98%-4.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,253 | $2,692-16.3% | $4,232-46.8% | $2,597-13.2% |
| Participant deferral / active EE | $3,478 | $4,148-16.2% | $5,601-37.9% | $4,028-13.7% |
| Admin fee / account holder | $2,536 | $6,583-61.5% | $10,329-75.4% | $5,403-53.1% |