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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 | $10,073 | $84,236-88.0% | $170,435-94.1% | $70,126-85.6% |
| Participation rate | 69.0% | 70.8%-1.9pp | 83.6%-14.6pp | 69.5%-0.6pp |
| Annual return | -6.66% | 23.06%-29.7pp | 205.94%-212.6pp | 73.15%-79.8pp |
| Employer contribution / active EE | $839 | $3,387-75.2% | $5,432-84.6% | $2,343-64.2% |
| Participant deferral / active EE | $1,384 | $3,086-55.1% | $4,939-72.0% | $3,332-58.5% |
| Admin fee / account holder | $746 | $5,698-86.9% | $13,881-94.6% | $4,645-83.9% |