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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 | $96,233-92.7% | $137,474-94.9% | $94,015-92.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 83.5%-33.5pp | 70.8%-20.8pp |
| Annual return | -3.62% | 16.05%-19.7pp | 11.53%-15.2pp | 17.84%-21.5pp |
| Employer contribution / active EE | $1,078 | $3,713-71.0% | $5,048-78.6% | $2,790-61.4% |
| Participant deferral / active EE | $3,688 | $5,018-26.5% | $6,155-40.1% | $4,249-13.2% |
| Admin fee / account holder | $1,384 | $7,029-80.3% | $10,602-86.9% | $8,951-84.5% |