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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 | $14,174 | $57,352-75.3% | $83,830-83.1% | $64,173-77.9% |
| Participation rate | 32.8% | 68.6%-35.8pp | 76.1%-43.4pp | 69.6%-36.8pp |
| Annual return | -10.50% | 11.38%-21.9pp | 850.97%-861.5pp | 7.63%-18.1pp |
| Employer contribution / active EE | $603 | $2,546-76.3% | $3,631-83.4% | $2,381-74.7% |
| Participant deferral / active EE | $1,450 | $2,993-51.6% | $4,082-64.5% | $3,470-58.2% |
| Admin fee / account holder | $794 | $4,046-80.4% | $5,479-85.5% | $4,887-83.8% |