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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 | $22,863 | $81,870-72.1% | $119,622-80.9% | $68,486-66.6% |
| Participation rate | 48.6% | 71.9%-23.3pp | 79.3%-30.7pp | 67.9%-19.3pp |
| Annual return | -19.11% | -23.82%+4.7pp | -14.98%-4.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,316 | $2,692-51.1% | $4,232-68.9% | $2,597-49.3% |
| Participant deferral / active EE | $2,421 | $4,148-41.6% | $5,601-56.8% | $4,028-39.9% |
| Admin fee / account holder | $672 | $6,583-89.8% | $10,328-93.5% | $5,404-87.6% |