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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 | $7,567 | $53,162-85.8% | $91,225-91.7% | $68,486-89.0% |
| Participation rate | 66.1% | 63.2%+2.9pp | 73.2%-7.1pp | 67.9%-1.8pp |
| Annual return | -24.44% | -3.14%-21.3pp | 114.12%-138.6pp | -7.85%-16.6pp |
| Employer contribution / active EE | $1,604 | $1,709-6.2% | $2,851-43.7% | $2,597-38.2% |
| Participant deferral / active EE | $3,324 | $2,974+11.8% | $4,233-21.5% | $4,028-17.5% |
| Admin fee / account holder | $1,703 | $4,493-62.1% | $5,422-68.6% | $5,404-68.5% |