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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 | $14,039 | $61,660-77.2% | $80,022-82.5% | $64,173-78.1% |
| Participation rate | 61.1% | 71.7%-10.6pp | 75.8%-14.7pp | 69.6%-8.5pp |
| Annual return | -8.35% | -0.33%-8.0pp | 11.22%-19.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $967 | $1,810-46.6% | $2,468-60.8% | $2,381-59.4% |
| Participant deferral / active EE | $1,902 | $2,968-35.9% | $3,686-48.4% | $3,470-45.2% |
| Admin fee / account holder | $1,819 | $5,417-66.4% | $6,521-72.1% | $4,887-62.8% |