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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 | $11,113 | $75,962-85.4% | $154,111-92.8% | $64,173-82.7% |
| Participation rate | 32.4% | 70.4%-38.1pp | 83.0%-50.7pp | 69.6%-37.2pp |
| Annual return | -9.31% | 30.32%-39.6pp | 735.18%-744.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $736 | $3,350-78.0% | $5,298-86.1% | $2,381-69.1% |
| Participant deferral / active EE | $1,243 | $3,175-60.8% | $5,081-75.5% | $3,470-64.2% |
| Admin fee / account holder | $2,379 | $5,589-57.4% | $13,411-82.3% | $4,887-51.3% |