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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 | $8,466 | $39,132-78.4% | $57,196-85.2% | $62,881-86.5% |
| Participation rate | 35.9% | 70.5%-34.6pp | 75.3%-39.4pp | 69.3%-33.4pp |
| Annual return | -0.29% | 9.24%-9.5pp | 14.59%-14.9pp | 20.14%-20.4pp |
| Employer contribution / active EE | $452 | $1,874-75.9% | $2,683-83.2% | $2,281-80.2% |
| Participant deferral / active EE | $786 | $2,374-66.9% | $3,096-74.6% | $3,203-75.5% |
| Admin fee / account holder | $1,964 | $2,594-24.3% | $3,141-37.5% | $4,296-54.3% |