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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 | $7,208 | $50,947-85.9% | $74,549-90.3% | $64,173-88.8% |
| Participation rate | 53.0% | 61.1%-8.0pp | 69.1%-16.1pp | 69.6%-16.6pp |
| Annual return | -10.33% | -1.85%-8.5pp | 32.53%-42.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $672 | $1,115-39.8% | $1,961-65.7% | $2,381-71.8% |
| Participant deferral / active EE | $1,074 | $2,302-53.3% | $3,108-65.4% | $3,470-69.0% |
| Admin fee / account holder | $497 | $4,221-88.2% | $5,059-90.2% | $4,887-89.8% |