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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 | $15,410 | $64,706-76.2% | $112,244-86.3% | $68,498-77.5% |
| Participation rate | 51.4% | 67.1%-15.8pp | 75.1%-23.7pp | 67.9%-16.5pp |
| Annual return | -82.50% | -11.40%-71.1pp | 27.46%-110.0pp | -7.84%-74.7pp |
| Employer contribution / active EE | $1,087 | $2,746-60.4% | $3,635-70.1% | $2,596-58.1% |
| Participant deferral / active EE | $3,101 | $3,565-13.0% | $4,728-34.4% | $4,027-23.0% |
| Admin fee / account holder | $1,742 | $5,231-66.7% | $6,411-72.8% | $5,403-67.8% |