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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 | $13,691 | $52,911-74.1% | $73,309-81.3% | $59,633-77.0% |
| Participation rate | 54.1% | 68.2%-14.2pp | 74.9%-20.9pp | 68.7%-14.6pp |
| Annual return | -6.51% | 12.20%-18.7pp | 5.67%-12.2pp | 2041.45%-2048.0pp |
| Employer contribution / active EE | $1,369 | $1,909-28.3% | $3,237-57.7% | $2,203-37.9% |
| Participant deferral / active EE | $3,079 | $4,069-24.4% | $4,991-38.3% | $3,192-3.5% |
| Admin fee / account holder | $1,474 | $3,835-61.6% | $5,635-73.8% | $4,297-65.7% |