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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 | $14,366 | $93,617-84.7% | $135,982-89.4% | $75,177-80.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | -80.76% | 30.89%-111.7pp | 68.32%-149.1pp | 160.75%-241.5pp |
| Employer contribution / active EE | $1,520 | $3,538-57.0% | $4,859-68.7% | $2,671-43.1% |
| Participant deferral / active EE | $18,296 | $6,406+185.6% | $7,760+135.8% | $4,126+343.4% |
| Admin fee / account holder | $710 | $6,980-89.8% | $10,767-93.4% | $5,651-87.4% |