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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 | $10,210 | $50,958-80.0% | $74,552-86.3% | $64,181-84.1% |
| Participation rate | 34.9% | 61.1%-26.1pp | 69.1%-34.2pp | 69.6%-34.6pp |
| Annual return | -10.08% | -1.86%-8.2pp | 32.53%-42.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $865 | $1,115-22.4% | $1,961-55.9% | $2,381-63.7% |
| Participant deferral / active EE | $1,070 | $2,301-53.5% | $3,108-65.6% | $3,470-69.2% |
| Admin fee / account holder | $914 | $4,223-78.4% | $5,060-81.9% | $4,887-81.3% |