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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 | $5,339 | $50,947-89.5% | $74,549-92.8% | $64,173-91.7% |
| Participation rate | 55.1% | 61.1%-6.0pp | 69.1%-14.1pp | 69.6%-14.5pp |
| Annual return | -11.13% | -1.85%-9.3pp | 32.53%-43.7pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,498 | $2,302-34.9% | $3,108-51.8% | $3,470-56.8% |
| Admin fee / account holder | $421 | $4,221-90.0% | $5,059-91.7% | $4,887-91.4% |