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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 | $16,900 | $72,273-76.6% | $101,275-83.3% | $79,856-78.8% |
| Participation rate | 38.3% | 68.5%-30.2pp | 75.8%-37.5pp | 69.6%-31.4pp |
| Annual return | -52.20% | 22.30%-74.5pp | 46.48%-98.7pp | 31.71%-83.9pp |
| Employer contribution / active EE | $1,346 | $2,691-50.0% | $3,660-63.2% | $2,471-45.5% |
| Participant deferral / active EE | $1,592 | $3,282-51.5% | $4,371-63.6% | $3,741-57.4% |
| Admin fee / account holder | $813 | $4,401-81.5% | $5,948-86.3% | $5,306-84.7% |