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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 | $8,333 | $57,352-85.5% | $83,830-90.1% | $64,173-87.0% |
| Participation rate | 65.9% | 68.6%-2.8pp | 76.1%-10.3pp | 69.6%-3.7pp |
| Annual return | -13.81% | 11.38%-25.2pp | 850.97%-864.8pp | 7.63%-21.4pp |
| Employer contribution / active EE | $1,450 | $2,546-43.0% | $3,631-60.1% | $2,381-39.1% |
| Participant deferral / active EE | $1,960 | $2,993-34.5% | $4,082-52.0% | $3,470-43.5% |
| Admin fee / account holder | $635 | $4,046-84.3% | $5,479-88.4% | $4,887-87.0% |