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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 | $8,254 | $81,870-89.9% | $119,634-93.1% | $68,490-87.9% |
| Participation rate | 67.3% | 71.9%-4.6pp | 79.3%-12.0pp | 67.9%-0.6pp |
| Annual return | -23.40% | -23.82%+0.4pp | -14.98%-8.4pp | -7.85%-15.5pp |
| Employer contribution / active EE | $1,165 | $2,692-56.7% | $4,232-72.5% | $2,597-55.1% |
| Participant deferral / active EE | $2,161 | $4,148-47.9% | $5,601-61.4% | $4,028-46.3% |
| Admin fee / account holder | $732 | $6,583-88.9% | $10,329-92.9% | $5,403-86.4% |