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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 | $7,138 | $41,377-82.7% | $109,313-93.5% | $62,881-88.6% |
| Participation rate | 48.1% | 57.5%-9.4pp | 71.3%-23.1pp | 69.3%-21.2pp |
| Annual return | -86.91% | 11.05%-98.0pp | 22.07%-109.0pp | 20.14%-107.1pp |
| Employer contribution / active EE | $569 | $1,276-55.4% | $3,892-85.4% | $2,281-75.1% |
| Participant deferral / active EE | $822 | $2,045-59.8% | $3,166-74.0% | $3,203-74.3% |
| Admin fee / account holder | $331 | $2,884-88.5% | $5,666-94.2% | $4,296-92.3% |