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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 | $9,097 | $84,236-89.2% | $170,435-94.7% | $70,126-87.0% |
| Participation rate | 64.7% | 70.8%-6.1pp | 83.6%-18.9pp | 69.5%-4.8pp |
| Annual return | 10.08% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $752 | $3,387-77.8% | $5,432-86.2% | $2,343-67.9% |
| Participant deferral / active EE | $1,412 | $3,086-54.2% | $4,939-71.4% | $3,332-57.6% |
| Admin fee / account holder | $1,927 | $5,698-66.2% | $13,881-86.1% | $4,645-58.5% |