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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 | $12,939 | $69,012-81.3% | $160,009-91.9% | $68,486-81.1% |
| Participation rate | 58.7% | 65.4%-6.7pp | 78.0%-19.3pp | 67.9%-9.2pp |
| Annual return | -32.82% | -9.65%-23.2pp | 408.85%-441.7pp | -7.85%-25.0pp |
| Employer contribution / active EE | $2,581 | $2,212+16.6% | $4,225-38.9% | $2,597-0.6% |
| Participant deferral / active EE | $5,427 | $4,212+28.9% | $6,183-12.2% | $4,028+34.7% |
| Admin fee / account holder | $946 | $4,798-80.3% | $8,715-89.1% | $5,404-82.5% |