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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 | $15,425 | $69,977-78.0% | $108,582-85.8% | $62,881-75.5% |
| Participation rate | 67.3% | 72.9%-5.6pp | 79.6%-12.3pp | 69.3%-2.0pp |
| Annual return | 4.40% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $710 | $2,135-66.7% | $3,758-81.1% | $2,281-68.9% |
| Participant deferral / active EE | $1,513 | $3,165-52.2% | $4,311-64.9% | $3,203-52.8% |
| Admin fee / account holder | $593 | $5,076-88.3% | $7,645-92.2% | $4,296-86.2% |