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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 | $20,816 | $73,009-71.5% | $90,756-77.1% | $68,495-69.6% |
| Participation rate | 28.2% | 70.8%-42.7pp | 75.7%-47.5pp | 67.9%-39.7pp |
| Annual return | -22.83% | -13.81%-9.0pp | -12.16%-10.7pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,107 | $2,193-49.5% | $2,922-62.1% | $2,596-57.4% |
| Participant deferral / active EE | $2,282 | $3,626-37.1% | $4,565-50.0% | $4,028-43.3% |
| Admin fee / account holder | $972 | $5,896-83.5% | $8,445-88.5% | $5,403-82.0% |