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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 | $7,438 | $91,911-91.9% | $68,612-89.2% | $135,379-94.5% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -12.60% | -8.22%-4.4pp | -4.63%-8.0pp | 519.79%-532.4pp |
| Employer contribution / active EE | $933 | $3,924-76.2% | $2,625-64.5% | $4,779-80.5% |
| Participant deferral / active EE | $1,339 | $4,315-69.0% | $3,311-59.6% | $5,609-76.1% |
| Admin fee / account holder | $339 | $9,240-96.3% | $5,131-93.4% | $10,828-96.9% |