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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 | $8,833 | $39,132-77.4% | $57,196-84.6% | $62,881-86.0% |
| Participation rate | 27.6% | 70.5%-42.9pp | 75.3%-47.7pp | 69.3%-41.7pp |
| Annual return | 0.50% | 9.24%-8.7pp | 14.59%-14.1pp | 20.14%-19.6pp |
| Employer contribution / active EE | $379 | $1,874-79.8% | $2,683-85.9% | $2,281-83.4% |
| Participant deferral / active EE | $1,010 | $2,374-57.4% | $3,096-67.4% | $3,203-68.5% |
| Admin fee / account holder | $4,250 | $2,594+63.9% | $3,141+35.3% | $4,296-1.1% |