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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 | $17,594 | $82,678-78.7% | $125,391-86.0% | $68,490-74.3% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | -20.63% | -5.97%-14.7pp | 572.41%-593.0pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,100 | $3,382-37.9% | $4,816-56.4% | $2,597-19.1% |
| Participant deferral / active EE | $3,727 | $6,111-39.0% | $7,448-50.0% | $4,028-7.5% |
| Admin fee / account holder | $1,367 | $6,277-78.2% | $10,009-86.3% | $5,403-74.7% |