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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 | $15,900 | $126,661-87.4% | $113,397-86.0% | $138,895-88.6% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | -0.42% | 25.05%-25.5pp | 23.20%-23.6pp | 145.39%-145.8pp |
| Employer contribution / active EE | $1,873 | $3,456-45.8% | $2,977-37.1% | $4,194-55.3% |
| Participant deferral / active EE | $2,304 | $5,693-59.5% | $5,076-54.6% | $6,396-64.0% |
| Admin fee / account holder | $2,004 | $14,549-86.2% | $11,957-83.2% | $12,562-84.0% |