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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 | $15,778 | $72,388-78.2% | $111,392-85.8% | $64,173-75.4% |
| Participation rate | 57.1% | 70.5%-13.4pp | 78.9%-21.7pp | 69.6%-12.4pp |
| Annual return | -12.02% | -1.50%-10.5pp | -2.06%-10.0pp | 7.63%-19.7pp |
| Employer contribution / active EE | $2,072 | $3,000-30.9% | $4,328-52.1% | $2,381-13.0% |
| Participant deferral / active EE | $3,776 | $4,241-11.0% | $5,567-32.2% | $3,470+8.8% |
| Admin fee / account holder | $689 | $5,719-88.0% | $12,266-94.4% | $4,887-85.9% |