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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 | $87,878-92.0% | $97,411-92.8% | $82,637-91.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 80.4%-30.4pp | 68.1%-18.1pp |
| Annual return | -3.62% | 54.63%-58.2pp | 34.72%-38.3pp | 53.51%-57.1pp |
| Employer contribution / active EE | $1,078 | $3,800-71.6% | $4,210-74.4% | $2,552-57.8% |
| Participant deferral / active EE | $3,688 | $5,525-33.3% | $5,886-37.3% | $4,126-10.6% |
| Admin fee / account holder | $1,384 | $6,743-79.5% | $7,145-80.6% | $7,339-81.1% |