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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 | $16,500 | $71,230-76.8% | $93,727-82.4% | $80,959-79.6% |
| Participation rate | 60.4% | 60.4%0pp | 68.7%-8.3pp | 67.7%-7.3pp |
| Annual return | -5.23% | 11.26%-16.5pp | 133.83%-139.1pp | 35.67%-40.9pp |
| Employer contribution / active EE | $585 | $1,565-62.7% | $2,421-75.9% | $2,757-78.8% |
| Participant deferral / active EE | $2,714 | $4,037-32.8% | $4,417-38.6% | $4,300-36.9% |
| Admin fee / account holder | $320 | $6,961-95.4% | $8,292-96.1% | $6,925-95.4% |