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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 | $3,225 | $32,037-89.9% | $69,182-95.3% | $62,881-94.9% |
| Participation rate | 13.2% | 43.4%-30.3pp | 55.1%-42.0pp | 69.3%-56.1pp |
| Annual return | -7.07% | 15.16%-22.2pp | -21.93%+14.9pp | 20.14%-27.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $345 | $1,185-70.9% | $1,897-81.8% | $3,203-89.2% |
| Admin fee / account holder | $349 | $2,608-86.6% | $2,697-87.1% | $4,296-91.9% |