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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 | $8,942 | $54,370-83.6% | $82,763-89.2% | $68,490-86.9% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -23.06% | -13.67%-9.4pp | 702.45%-725.5pp | -7.85%-15.2pp |
| Employer contribution / active EE | $866 | $2,219-61.0% | $3,008-71.2% | $2,597-66.6% |
| Participant deferral / active EE | $2,594 | $3,247-20.1% | $4,395-41.0% | $4,028-35.6% |
| Admin fee / account holder | $647 | $4,398-85.3% | $5,325-87.8% | $5,403-88.0% |