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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 | $6,650 | $142,361-95.3% | $119,608-94.4% | $134,509-95.1% |
| Participation rate | 46.2% | 82.8%-36.7pp | 79.3%-33.1pp | 81.2%-35.1pp |
| Annual return | -24.46% | -12.46%-12.0pp | -14.98%-9.5pp | 418.13%-442.6pp |
| Employer contribution / active EE | $1,267 | $5,224-75.7% | $4,232-70.1% | $4,741-73.3% |
| Participant deferral / active EE | $2,292 | $6,468-64.6% | $5,601-59.1% | $6,400-64.2% |
| Admin fee / account holder | $721 | $13,588-94.7% | $10,326-93.0% | $11,427-93.7% |