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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 | $10,246 | $64,719-84.2% | $112,249-90.9% | $68,486-85.0% |
| Participation rate | 60.3% | 67.2%-6.9pp | 75.1%-14.8pp | 67.9%-7.6pp |
| Annual return | -20.29% | -11.40%-8.9pp | 27.48%-47.8pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,469 | $2,747-46.5% | $3,636-59.6% | $2,597-43.4% |
| Participant deferral / active EE | $1,919 | $3,565-46.2% | $4,729-59.4% | $4,028-52.4% |
| Admin fee / account holder | $362 | $5,232-93.1% | $6,412-94.4% | $5,404-93.3% |