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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 | $9,651 | $57,352-83.2% | $83,830-88.5% | $64,173-85.0% |
| Participation rate | 43.2% | 68.6%-25.4pp | 76.1%-32.9pp | 69.6%-26.3pp |
| Annual return | -10.65% | 11.38%-22.0pp | 850.97%-861.6pp | 7.63%-18.3pp |
| Employer contribution / active EE | $710 | $2,546-72.1% | $3,631-80.5% | $2,381-70.2% |
| Participant deferral / active EE | $1,929 | $2,993-35.5% | $4,082-52.7% | $3,470-44.4% |
| Admin fee / account holder | $1,237 | $4,046-69.4% | $5,479-77.4% | $4,887-74.7% |