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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 | $50,947-72.0% | $74,549-80.8% | $64,173-77.7% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.1%-31.2pp | 69.6%-31.6pp |
| Annual return | -8.16% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $759 | $1,115-32.0% | $1,961-61.3% | $2,381-68.1% |
| Participant deferral / active EE | $1,182 | $2,302-48.6% | $3,108-62.0% | $3,470-65.9% |
| Admin fee / account holder | $1,034 | $4,221-75.5% | $5,059-79.6% | $4,887-78.8% |