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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 | $12,644 | $56,484-77.6% | $169,452-92.5% | $64,173-80.3% |
| Participation rate | 66.7% | 64.5%+2.1pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -9.83% | -1.55%-8.3pp | 1.83%-11.7pp | 7.63%-17.5pp |
| Employer contribution / active EE | $621 | $1,832-66.1% | $4,157-85.1% | $2,381-73.9% |
| Participant deferral / active EE | $1,751 | $3,448-49.2% | $5,277-66.8% | $3,470-49.5% |
| Admin fee / account holder | $392 | $4,174-90.6% | $9,110-95.7% | $4,887-92.0% |