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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 | $9,220 | $49,177-81.3% | $79,467-88.4% | $64,173-85.6% |
| Participation rate | 49.1% | 65.0%-15.9pp | 73.3%-24.3pp | 69.6%-20.5pp |
| Annual return | -9.42% | -1.16%-8.3pp | 718.30%-727.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $234 | $2,076-88.7% | $2,800-91.6% | $2,381-90.2% |
| Participant deferral / active EE | $1,707 | $2,821-39.5% | $3,704-53.9% | $3,470-50.8% |
| Admin fee / account holder | $380 | $3,839-90.1% | $5,104-92.6% | $4,887-92.2% |