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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 | $14,287 | $59,834-76.1% | $79,576-82.0% | $68,495-79.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -21.99% | -12.30%-9.7pp | 0.15%-22.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $903 | $1,505-40.0% | $2,413-62.6% | $2,596-65.2% |
| Participant deferral / active EE | $1,813 | $3,024-40.0% | $3,985-54.5% | $4,028-55.0% |
| Admin fee / account holder | $594 | $4,835-87.7% | $6,834-91.3% | $5,403-89.0% |