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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 | $15,332 | $50,947-69.9% | $74,549-79.4% | $64,173-76.1% |
| Participation rate | 35.5% | 61.1%-25.6pp | 69.1%-33.7pp | 69.6%-34.1pp |
| Annual return | -9.31% | -1.85%-7.5pp | 32.53%-41.8pp | 7.63%-16.9pp |
| Employer contribution / active EE | $460 | $1,115-58.8% | $1,961-76.6% | $2,381-80.7% |
| Participant deferral / active EE | $1,768 | $2,302-23.2% | $3,108-43.1% | $3,470-49.0% |
| Admin fee / account holder | $3,750 | $4,221-11.2% | $5,059-25.9% | $4,887-23.3% |