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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 | $16,014 | $50,947-68.6% | $74,551-78.5% | $64,173-75.0% |
| Participation rate | 41.8% | 61.1%-19.2pp | 69.1%-27.3pp | 69.6%-27.8pp |
| Annual return | -11.24% | -1.85%-9.4pp | 32.53%-43.8pp | 7.63%-18.9pp |
| Employer contribution / active EE | $660 | $1,115-40.8% | $1,961-66.3% | $2,381-72.3% |
| Participant deferral / active EE | $1,524 | $2,302-33.8% | $3,108-51.0% | $3,470-56.1% |
| Admin fee / account holder | $982 | $4,221-76.7% | $5,059-80.6% | $4,887-79.9% |