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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 | $9,427 | $50,947-81.5% | $74,549-87.4% | $64,173-85.3% |
| Participation rate | 48.4% | 61.1%-12.7pp | 69.1%-20.8pp | 69.6%-21.2pp |
| Annual return | -14.02% | -1.85%-12.2pp | 32.53%-46.6pp | 7.63%-21.7pp |
| Employer contribution / active EE | $467 | $1,115-58.2% | $1,961-76.2% | $2,381-80.4% |
| Participant deferral / active EE | $1,045 | $2,302-54.6% | $3,108-66.4% | $3,470-69.9% |
| Admin fee / account holder | $300 | $4,221-92.9% | $5,059-94.1% | $4,887-93.9% |