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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 | $5,867 | $32,037-81.7% | $69,182-91.5% | $62,881-90.7% |
| Participation rate | 40.0% | 43.4%-3.4pp | 55.1%-15.1pp | 69.3%-29.3pp |
| Annual return | 1.27% | 15.16%-13.9pp | -21.93%+23.2pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $653 | $1,185-44.9% | $1,897-65.6% | $3,203-79.6% |
| Admin fee / account holder | $5,084 | $2,608+94.9% | $2,697+88.5% | $4,296+18.3% |