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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 | $7,158 | $64,719-88.9% | $112,249-93.6% | $68,486-89.5% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -24.73% | -11.40%-13.3pp | 27.48%-52.2pp | -7.85%-16.9pp |
| Employer contribution / active EE | $1,298 | $2,747-52.8% | $3,636-64.3% | $2,597-50.0% |
| Participant deferral / active EE | $2,869 | $3,565-19.5% | $4,729-39.3% | $4,028-28.8% |
| Admin fee / account holder | $1,943 | $5,232-62.9% | $6,412-69.7% | $5,404-64.0% |