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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 | $13,757 | $64,719-78.7% | $112,249-87.7% | $68,486-79.9% |
| Participation rate | 64.7% | 67.2%-2.4pp | 75.1%-10.4pp | 67.9%-3.2pp |
| Annual return | -19.55% | -11.40%-8.2pp | 27.48%-47.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,066 | $2,747-61.2% | $3,636-70.7% | $2,597-58.9% |
| Participant deferral / active EE | $1,902 | $3,565-46.6% | $4,729-59.8% | $4,028-52.8% |
| Admin fee / account holder | $2,218 | $5,232-57.6% | $6,412-65.4% | $5,404-59.0% |