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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 | $13,898 | $59,834-76.8% | $79,576-82.5% | $68,495-79.7% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -21.67% | -12.30%-9.4pp | 0.15%-21.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $433 | $1,505-71.3% | $2,413-82.1% | $2,596-83.3% |
| Participant deferral / active EE | $1,551 | $3,024-48.7% | $3,985-61.1% | $4,028-61.5% |
| Admin fee / account holder | $1,234 | $4,835-74.5% | $6,834-81.9% | $5,403-77.2% |