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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 | $18,424 | $50,947-63.8% | $74,551-75.3% | $64,173-71.3% |
| Participation rate | 61.5% | 61.1%+0.5pp | 69.1%-7.6pp | 69.6%-8.0pp |
| Annual return | -8.56% | -1.85%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,307 | $1,115+17.1% | $1,961-33.4% | $2,381-45.1% |
| Participant deferral / active EE | $2,239 | $2,302-2.7% | $3,108-28.0% | $3,470-35.5% |
| Admin fee / account holder | $476 | $4,221-88.7% | $5,059-90.6% | $4,887-90.3% |