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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 | $13,799 | $39,245-64.8% | $64,105-78.5% | $52,331-73.6% |
| Participation rate | 48.5% | 58.2%-9.8pp | 68.2%-19.7pp | 68.1%-19.6pp |
| Annual return | -2.85% | 14.79%-17.6pp | 791.24%-794.1pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,547 | $736+110.2% | $1,820-15.0% | $1,882-17.8% |
| Participant deferral / active EE | $3,319 | $1,992+66.6% | $2,822+17.6% | $3,022+9.8% |
| Admin fee / account holder | $1,862 | $592+214.3% | $4,499-58.6% | $592+214.8% |