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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 | $13,196 | $73,102-81.9% | $123,553-89.3% | $56,289-76.6% |
| Participation rate | 42.2% | 74.3%-32.2pp | 82.3%-40.1pp | 69.9%-27.7pp |
| Annual return | -14.26% | 3.01%-17.3pp | 119.21%-133.5pp | -9.96%-4.3pp |
| Employer contribution / active EE | $1,237 | $2,977-58.4% | $4,628-73.3% | $2,111-41.4% |
| Participant deferral / active EE | $2,710 | $5,423-50.0% | $6,426-57.8% | $3,350-19.1% |
| Admin fee / account holder | $354 | $554-36.1% | $9,284-96.2% | $521-32.1% |