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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 | $11,304 | $50,947-77.8% | $74,549-84.8% | $64,173-82.4% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -8.84% | -1.85%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,175 | $1,115+5.4% | $1,961-40.1% | $2,381-50.6% |
| Participant deferral / active EE | $1,494 | $2,302-35.1% | $3,108-51.9% | $3,470-56.9% |
| Admin fee / account holder | $534 | $4,221-87.3% | $5,059-89.4% | $4,887-89.1% |