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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 | $71,197-76.8% | $93,669-82.4% | $80,925-79.6% |
| Participation rate | 60.4% | 60.4%0pp | 68.7%-8.3pp | 67.7%-7.2pp |
| Annual return | -5.23% | 11.27%-16.5pp | 133.59%-138.8pp | 35.65%-40.9pp |
| Employer contribution / active EE | $585 | $1,565-62.6% | $2,424-75.9% | $2,756-78.8% |
| Participant deferral / active EE | $2,714 | $4,036-32.8% | $4,416-38.5% | $4,299-36.9% |
| Admin fee / account holder | $320 | $6,959-95.4% | $8,291-96.1% | $6,940-95.4% |