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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 | $18,017 | $82,674-78.2% | $125,363-85.6% | $68,495-73.7% |
| Participation rate | 31.8% | 75.0%-43.2pp | 82.4%-50.6pp | 67.9%-36.1pp |
| Annual return | -23.92% | -5.97%-18.0pp | 572.15%-596.1pp | -7.84%-16.1pp |
| Employer contribution / active EE | $1,120 | $3,382-66.9% | $4,815-76.7% | $2,596-56.9% |
| Participant deferral / active EE | $3,069 | $6,111-49.8% | $7,447-58.8% | $4,028-23.8% |
| Admin fee / account holder | $1,148 | $6,276-81.7% | $10,005-88.5% | $5,403-78.7% |