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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 | $13,375 | $43,730-69.4% | $121,220-89.0% | $64,173-79.2% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.8%-21.8pp | 69.6%-19.6pp |
| Annual return | -8.20% | 68.94%-77.1pp | 16.94%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $887 | $1,297-31.6% | $4,023-78.0% | $2,381-62.7% |
| Participant deferral / active EE | $1,752 | $2,281-23.2% | $3,345-47.6% | $3,470-49.5% |
| Admin fee / account holder | $547 | $3,502-84.4% | $5,021-89.1% | $4,887-88.8% |