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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 | $16,990 | $73,019-76.7% | $90,766-81.3% | $68,490-75.2% |
| Participation rate | 51.9% | 70.8%-18.9pp | 75.7%-23.7pp | 67.9%-15.9pp |
| Annual return | -22.00% | -13.81%-8.2pp | -12.16%-9.8pp | -7.85%-14.1pp |
| Employer contribution / active EE | $1,551 | $2,193-29.3% | $2,922-46.9% | $2,597-40.3% |
| Participant deferral / active EE | $3,034 | $3,626-16.3% | $4,565-33.5% | $4,028-24.7% |
| Admin fee / account holder | $2,139 | $5,897-63.7% | $8,446-74.7% | $5,403-60.4% |