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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 | $7,391 | $152,394-95.1% | $124,067-94.0% | $155,188-95.2% |
| Participation rate | 60.0% | 68.8%-8.8pp | 66.9%-6.9pp | 80.8%-20.8pp |
| Annual return | -1.36% | 34.93%-36.3pp | 31.06%-32.4pp | 148.84%-150.2pp |
| Employer contribution / active EE | $1,570 | $2,398-34.5% | $2,166-27.5% | $4,248-63.0% |
| Participant deferral / active EE | $3,493 | $3,823-8.6% | $3,463+0.9% | $6,531-46.5% |
| Admin fee / account holder | $9,365 | $6,949+34.8% | $7,351+27.4% | $14,480-35.3% |