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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 | $11,136 | $57,352-80.6% | $83,831-86.7% | $64,173-82.6% |
| Participation rate | 68.0% | 68.6%-0.6pp | 76.1%-8.1pp | 69.6%-1.6pp |
| Annual return | -11.70% | 11.38%-23.1pp | 850.99%-862.7pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,463 | $2,546-42.5% | $3,631-59.7% | $2,381-38.6% |
| Participant deferral / active EE | $2,456 | $2,993-17.9% | $4,082-39.8% | $3,470-29.2% |
| Admin fee / account holder | $743 | $4,046-81.6% | $5,479-86.4% | $4,887-84.8% |