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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 | $13,512 | $50,947-73.5% | $74,549-81.9% | $64,173-78.9% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -8.79% | -1.85%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $812 | $1,115-27.2% | $1,961-58.6% | $2,381-65.9% |
| Participant deferral / active EE | $1,285 | $2,302-44.2% | $3,108-58.6% | $3,470-63.0% |
| Admin fee / account holder | $591 | $4,221-86.0% | $5,059-88.3% | $4,887-87.9% |