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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 | $7,031 | $90,674-92.2% | $96,707-92.7% | $82,448-91.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 80.4%-30.4pp | 68.1%-18.1pp |
| Annual return | -3.62% | 49.05%-52.7pp | 34.78%-38.4pp | 41.64%-45.3pp |
| Employer contribution / active EE | $1,078 | $3,975-72.9% | $4,191-74.3% | $2,551-57.7% |
| Participant deferral / active EE | $3,688 | $5,696-35.3% | $5,997-38.5% | $4,139-10.9% |
| Admin fee / account holder | $1,384 | $7,568-81.7% | $7,503-81.5% | $7,234-80.9% |