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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 | $31,267 | $101,539-69.2% | $147,041-78.7% | $74,400-58.0% |
| Participation rate | 60.8% | 75.5%-14.7pp | 82.2%-21.4pp | 67.2%-6.4pp |
| Annual return | 12.63% | 8740.84%-8728.2pp | 419.21%-406.6pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $1,750 | $3,811-54.1% | $4,935-64.5% | $2,624-33.3% |
| Participant deferral / active EE | $3,715 | $7,304-49.1% | $8,071-54.0% | $4,348-14.6% |
| Admin fee / account holder | $11,648 | $1,749+565.9% | $13,006-10.4% | $1,944+499.3% |