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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 | $17,196 | $50,947-66.2% | $74,551-76.9% | $64,173-73.2% |
| Participation rate | 56.9% | 61.1%-4.1pp | 69.1%-12.2pp | 69.6%-12.6pp |
| Annual return | -9.79% | -1.85%-7.9pp | 32.53%-42.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,707 | $1,115+53.1% | $1,961-12.9% | $2,381-28.3% |
| Participant deferral / active EE | $3,402 | $2,302+47.8% | $3,108+9.5% | $3,470-1.9% |
| Admin fee / account holder | $1,839 | $4,221-56.4% | $5,059-63.7% | $4,887-62.4% |