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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 | $10,958 | $71,872-84.8% | $86,691-87.4% | $68,495-84.0% |
| Participation rate | 61.4% | 72.2%-10.8pp | 76.6%-15.2pp | 67.9%-6.5pp |
| Annual return | -19.90% | 3.53%-23.4pp | 35.94%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,768 | $2,173-18.6% | $2,837-37.7% | $2,596-31.9% |
| Participant deferral / active EE | $2,370 | $3,779-37.3% | $4,656-49.1% | $4,028-41.2% |
| Admin fee / account holder | $2,907 | $6,112-52.4% | $7,492-61.2% | $5,403-46.2% |