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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 | $9,360 | $61,660-84.8% | $80,022-88.3% | $64,173-85.4% |
| Participation rate | 55.1% | 71.7%-16.6pp | 75.8%-20.7pp | 69.6%-14.5pp |
| Annual return | -73.15% | -0.33%-72.8pp | 11.22%-84.4pp | 7.63%-80.8pp |
| Employer contribution / active EE | $1,317 | $1,810-27.2% | $2,468-46.6% | $2,381-44.7% |
| Participant deferral / active EE | $3,922 | $2,968+32.2% | $3,686+6.4% | $3,470+13.0% |
| Admin fee / account holder | $1,373 | $5,417-74.6% | $6,521-78.9% | $4,887-71.9% |