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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 | $9,143 | $77,908-88.3% | $149,696-93.9% | $75,173-87.8% |
| Participation rate | 65.6% | 65.6%0pp | 78.8%-13.2pp | 67.2%-1.6pp |
| Annual return | 12.67% | 31.73%-19.1pp | 134.46%-121.8pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,292 | $3,138-58.8% | $4,821-73.2% | $2,671-51.6% |
| Participant deferral / active EE | $1,882 | $3,411-44.8% | $5,682-66.9% | $4,126-54.4% |
| Admin fee / account holder | $364 | $5,950-93.9% | $13,212-97.2% | $5,651-93.6% |