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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 | $6,997 | $73,863-90.5% | $143,797-95.1% | $68,490-89.8% |
| Participation rate | 51.7% | 66.7%-14.9pp | 80.3%-28.6pp | 67.9%-16.2pp |
| Annual return | -24.37% | 0.91%-25.3pp | -0.04%-24.3pp | -7.85%-16.5pp |
| Employer contribution / active EE | $859 | $3,185-73.0% | $4,952-82.6% | $2,597-66.9% |
| Participant deferral / active EE | $1,891 | $3,385-44.1% | $5,638-66.5% | $4,028-53.0% |
| Admin fee / account holder | $701 | $5,756-87.8% | $14,679-95.2% | $5,403-87.0% |