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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 | $15,351 | $43,730-64.9% | $121,220-87.3% | $64,173-76.1% |
| Participation rate | 58.1% | 58.3%-0.3pp | 71.8%-13.7pp | 69.6%-11.5pp |
| Annual return | -8.61% | 68.94%-77.5pp | 16.94%-25.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $370 | $1,297-71.5% | $4,023-90.8% | $2,381-84.5% |
| Participant deferral / active EE | $1,048 | $2,281-54.0% | $3,345-68.7% | $3,470-69.8% |
| Admin fee / account holder | $797 | $3,502-77.2% | $5,021-84.1% | $4,887-83.7% |