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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 | $12,671 | $73,019-82.6% | $90,766-86.0% | $68,490-81.5% |
| Participation rate | 23.1% | 70.8%-47.8pp | 75.7%-52.6pp | 67.9%-44.8pp |
| Annual return | -62.61% | -13.81%-48.8pp | -12.16%-50.5pp | -7.85%-54.8pp |
| Employer contribution / active EE | $954 | $2,193-56.5% | $2,922-67.3% | $2,597-63.3% |
| Participant deferral / active EE | $1,727 | $3,626-52.4% | $4,565-62.2% | $4,028-57.1% |
| Admin fee / account holder | $904 | $5,897-84.7% | $8,446-89.3% | $5,403-83.3% |