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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 | $11,097 | $81,870-86.4% | $119,634-90.7% | $68,490-83.8% |
| Participation rate | 21.8% | 71.9%-50.1pp | 79.3%-57.4pp | 67.9%-46.1pp |
| Annual return | -128.52% | -23.82%-104.7pp | -14.98%-113.5pp | -7.85%-120.7pp |
| Employer contribution / active EE | $1,424 | $2,692-47.1% | $4,232-66.4% | $2,597-45.2% |
| Participant deferral / active EE | $2,183 | $4,148-47.4% | $5,601-61.0% | $4,028-45.8% |
| Admin fee / account holder | $1,195 | $6,583-81.8% | $10,329-88.4% | $5,403-77.9% |