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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 | $10,870 | $50,947-78.7% | $74,549-85.4% | $64,173-83.1% |
| Participation rate | 67.1% | 61.1%+6.0pp | 69.1%-2.1pp | 69.6%-2.5pp |
| Annual return | -9.60% | -1.85%-7.7pp | 32.53%-42.1pp | 7.63%-17.2pp |
| Employer contribution / active EE | $394 | $1,115-64.6% | $1,961-79.9% | $2,381-83.4% |
| Participant deferral / active EE | $1,032 | $2,302-55.2% | $3,108-66.8% | $3,470-70.3% |
| Admin fee / account holder | $512 | $4,221-87.9% | $5,059-89.9% | $4,887-89.5% |