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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 | $14,036 | $82,674-83.0% | $125,381-88.8% | $68,486-79.5% |
| Participation rate | 51.5% | 75.1%-23.5pp | 82.4%-30.9pp | 67.9%-16.4pp |
| Annual return | -21.84% | -5.97%-15.9pp | 572.31%-594.1pp | -7.85%-14.0pp |
| Employer contribution / active EE | $933 | $3,382-72.4% | $4,815-80.6% | $2,597-64.1% |
| Participant deferral / active EE | $4,187 | $6,111-31.5% | $7,448-43.8% | $4,028+4.0% |
| Admin fee / account holder | $548 | $6,277-91.3% | $10,007-94.5% | $5,404-89.9% |