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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 | $6,123 | $127,387-95.2% | $115,038-94.7% | $125,389-95.1% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -6.89% | 31.28%-38.2pp | 26.14%-33.0pp | 282.24%-289.1pp |
| Employer contribution / active EE | $983 | $5,166-81.0% | $4,608-78.7% | $4,866-79.8% |
| Participant deferral / active EE | $2,293 | $6,423-64.3% | $6,026-61.9% | $5,352-57.1% |
| Admin fee / account holder | $4,078 | $9,516-57.1% | $8,175-50.1% | $9,541-57.3% |