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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 | $2,396 | $69,541-96.6% | $59,899-96.0% | $135,380-98.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -13.62% | 7.95%-21.6pp | 3.46%-17.1pp | 519.81%-533.4pp |
| Employer contribution / active EE | $486 | $3,236-85.0% | $2,723-82.1% | $4,779-89.8% |
| Participant deferral / active EE | $1,133 | $4,206-73.1% | $3,402-66.7% | $5,609-79.8% |
| Admin fee / account holder | $3,264 | $5,737-43.1% | $3,592-9.2% | $10,828-69.9% |