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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 | $7,190 | $85,171-91.6% | $172,752-95.8% | $72,975-90.1% |
| Participation rate | 48.1% | 70.1%-21.9pp | 82.6%-34.5pp | 69.5%-21.3pp |
| Annual return | 13.76% | 27.32%-13.6pp | 802.97%-789.2pp | 81.01%-67.3pp |
| Employer contribution / active EE | $575 | $3,324-82.7% | $5,144-88.8% | $2,440-76.4% |
| Participant deferral / active EE | $1,194 | $3,260-63.4% | $5,198-77.0% | $3,608-66.9% |
| Admin fee / account holder | $335 | $5,880-94.3% | $13,955-97.6% | $5,124-93.5% |