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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 | $2,926 | $50,947-94.3% | $74,551-96.1% | $64,173-95.4% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -28.18% | -1.85%-26.3pp | 32.53%-60.7pp | 7.63%-35.8pp |
| Employer contribution / active EE | $642 | $1,115-42.4% | $1,961-67.3% | $2,381-73.0% |
| Participant deferral / active EE | $1,017 | $2,302-55.8% | $3,108-67.3% | $3,470-70.7% |
| Admin fee / account holder | $367 | $4,221-91.3% | $5,059-92.7% | $4,887-92.5% |