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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 | $9,124 | $49,177-81.4% | $79,467-88.5% | $64,173-85.8% |
| Participation rate | 32.5% | 65.0%-32.5pp | 73.3%-40.8pp | 69.6%-37.1pp |
| Annual return | -15.41% | -1.16%-14.2pp | 718.30%-733.7pp | 7.63%-23.0pp |
| Employer contribution / active EE | $862 | $2,076-58.5% | $2,800-69.2% | $2,381-63.8% |
| Participant deferral / active EE | $1,242 | $2,821-56.0% | $3,704-66.5% | $3,470-64.2% |
| Admin fee / account holder | $309 | $3,839-92.0% | $5,104-94.0% | $4,887-93.7% |