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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 | $13,232 | $50,947-74.0% | $74,551-82.3% | $64,173-79.4% |
| Participation rate | 65.5% | 61.1%+4.4pp | 69.1%-3.7pp | 69.6%-4.1pp |
| Annual return | -8.42% | -1.85%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $282 | $1,115-74.7% | $1,961-85.6% | $2,381-88.1% |
| Participant deferral / active EE | $2,201 | $2,302-4.4% | $3,108-29.2% | $3,470-36.6% |
| Admin fee / account holder | $2,705 | $4,221-35.9% | $5,059-46.5% | $4,887-44.6% |