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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 | $7,965 | $45,152-82.4% | $73,836-89.2% | $59,633-86.6% |
| Participation rate | 50.0% | 64.0%-14.0pp | 73.4%-23.4pp | 68.7%-18.7pp |
| Annual return | -9.75% | 27.40%-37.2pp | 2268.06%-2277.8pp | 2041.45%-2051.2pp |
| Employer contribution / active EE | $276 | $1,901-85.5% | $2,787-90.1% | $2,203-87.5% |
| Participant deferral / active EE | $1,186 | $2,573-53.9% | $3,583-66.9% | $3,192-62.8% |
| Admin fee / account holder | $1,746 | $3,515-50.3% | $4,882-64.2% | $4,297-59.4% |