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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 | $15,399 | $64,719-76.2% | $112,249-86.3% | $68,486-77.5% |
| Participation rate | 59.7% | 67.2%-7.4pp | 75.1%-15.3pp | 67.9%-8.2pp |
| Annual return | -20.65% | -11.40%-9.3pp | 27.48%-48.1pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,260 | $2,747-54.1% | $3,636-65.3% | $2,597-51.5% |
| Participant deferral / active EE | $2,642 | $3,565-25.9% | $4,729-44.1% | $4,028-34.4% |
| Admin fee / account holder | $649 | $5,232-87.6% | $6,412-89.9% | $5,404-88.0% |