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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 | $7,321 | $67,602-89.2% | $82,312-91.1% | $70,126-89.6% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 6.68% | 21.57%-14.9pp | 25.88%-19.2pp | 73.15%-66.5pp |
| Employer contribution / active EE | $449 | $1,755-74.4% | $2,428-81.5% | $2,343-80.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,034 | $4,512-54.9% | $5,608-63.7% | $4,645-56.2% |