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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 | $9,593 | $90,486-89.4% | $78,676-87.8% | $273,972-96.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | -43.46% | 75.62%-119.1pp | 62.19%-105.7pp | 41.46%-84.9pp |
| Employer contribution / active EE | $1,026 | $3,175-67.7% | $2,850-64.0% | $4,869-78.9% |
| Participant deferral / active EE | $1,925 | $3,901-50.7% | $3,517-45.3% | $5,287-63.6% |
| Admin fee / account holder | $5,220 | $5,263-0.8% | $4,510+15.7% | $10,133-48.5% |