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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 | $5,685 | $39,132-85.5% | $57,196-90.1% | $62,881-91.0% |
| Participation rate | 60.0% | 70.5%-10.5pp | 75.3%-15.3pp | 69.3%-9.3pp |
| Annual return | 0.95% | 9.24%-8.3pp | 14.59%-13.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $468 | $1,874-75.0% | $2,683-82.5% | $2,281-79.5% |
| Participant deferral / active EE | $953 | $2,374-59.9% | $3,096-69.2% | $3,203-70.2% |
| Admin fee / account holder | $570 | $2,594-78.0% | $3,141-81.8% | $4,296-86.7% |