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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 | $8,365 | $54,355-84.6% | $82,744-89.9% | $68,486-87.8% |
| Participation rate | 64.9% | 63.9%+0.9pp | 72.6%-7.7pp | 67.9%-3.0pp |
| Annual return | -24.10% | -13.67%-10.4pp | 702.22%-726.3pp | -7.85%-16.2pp |
| Employer contribution / active EE | $680 | $2,219-69.4% | $3,008-77.4% | $2,597-73.8% |
| Participant deferral / active EE | $1,866 | $3,246-42.5% | $4,395-57.5% | $4,028-53.7% |
| Admin fee / account holder | $307 | $4,397-93.0% | $5,325-94.2% | $5,404-94.3% |