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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 | $11,472 | $75,832-84.9% | $147,617-92.2% | $59,633-80.8% |
| Participation rate | 69.1% | 71.6%-2.4pp | 84.6%-15.5pp | 68.7%+0.4pp |
| Annual return | -3.51% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,327 | $3,485-61.9% | $5,564-76.1% | $2,203-39.7% |
| Participant deferral / active EE | $1,832 | $3,131-41.5% | $4,895-62.6% | $3,192-42.6% |
| Admin fee / account holder | $1,226 | $5,986-79.5% | $11,612-89.4% | $4,297-71.5% |