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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 | $7,916 | $75,962-89.6% | $154,108-94.9% | $64,173-87.7% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -10.29% | 30.32%-40.6pp | 735.21%-745.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $589 | $3,350-82.4% | $5,298-88.9% | $2,381-75.3% |
| Participant deferral / active EE | $1,073 | $3,175-66.2% | $5,081-78.9% | $3,470-69.1% |
| Admin fee / account holder | $531 | $5,589-90.5% | $13,411-96.0% | $4,887-89.1% |