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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 | $4,079 | $48,078-91.5% | $78,676-94.8% | $62,881-93.5% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | -3.25% | 31.36%-34.6pp | 62.19%-65.4pp | 20.14%-23.4pp |
| Employer contribution / active EE | $1,702 | $2,015-15.5% | $2,850-40.3% | $2,281-25.4% |
| Participant deferral / active EE | $1,070 | $2,587-58.6% | $3,517-69.6% | $3,203-66.6% |
| Admin fee / account holder | $540 | $3,206-83.1% | $4,510-88.0% | $4,296-87.4% |