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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 | $9,013 | $57,352-84.3% | $83,830-89.2% | $64,173-86.0% |
| Participation rate | 42.4% | 68.6%-26.2pp | 76.1%-33.8pp | 69.6%-27.2pp |
| Annual return | -11.79% | 11.38%-23.2pp | 850.97%-862.8pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,198 | $2,546-52.9% | $3,631-67.0% | $2,381-49.7% |
| Participant deferral / active EE | $1,679 | $2,993-43.9% | $4,082-58.9% | $3,470-51.6% |
| Admin fee / account holder | $937 | $4,046-76.8% | $5,479-82.9% | $4,887-80.8% |