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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 | $10,366 | $49,177-78.9% | $79,466-87.0% | $64,173-83.8% |
| Participation rate | 63.3% | 65.0%-1.7pp | 73.3%-10.0pp | 69.6%-6.2pp |
| Annual return | -11.89% | -1.16%-10.7pp | 718.28%-730.2pp | 7.63%-19.5pp |
| Employer contribution / active EE | $950 | $2,076-54.2% | $2,800-66.1% | $2,381-60.1% |
| Participant deferral / active EE | $1,915 | $2,821-32.1% | $3,704-48.3% | $3,470-44.8% |
| Admin fee / account holder | $813 | $3,839-78.8% | $5,104-84.1% | $4,887-83.4% |