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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 | $9,478 | $50,947-81.4% | $74,551-87.3% | $64,173-85.2% |
| Participation rate | 68.4% | 61.1%+7.4pp | 69.1%-0.7pp | 69.6%-1.1pp |
| Annual return | -12.93% | -1.85%-11.1pp | 32.53%-45.5pp | 7.63%-20.6pp |
| Employer contribution / active EE | $1,033 | $1,115-7.4% | $1,961-47.3% | $2,381-56.6% |
| Participant deferral / active EE | $3,121 | $2,302+35.6% | $3,108+0.4% | $3,470-10.0% |
| Admin fee / account holder | $1,198 | $4,221-71.6% | $5,059-76.3% | $4,887-75.5% |