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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 | $8,063 | $50,947-84.2% | $74,549-89.2% | $64,173-87.4% |
| Participation rate | 48.2% | 61.1%-12.8pp | 69.1%-20.9pp | 69.6%-21.4pp |
| Annual return | -12.69% | -1.85%-10.8pp | 32.53%-45.2pp | 7.63%-20.3pp |
| Employer contribution / active EE | $787 | $1,115-29.4% | $1,961-59.9% | $2,381-66.9% |
| Participant deferral / active EE | $1,355 | $2,302-41.1% | $3,108-56.4% | $3,470-60.9% |
| Admin fee / account holder | $316 | $4,221-92.5% | $5,059-93.7% | $4,887-93.5% |