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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 | $6,243 | $106,923-94.2% | $84,023-92.6% | $152,909-95.9% |
| Participation rate | 57.1% | 75.3%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 0.73% | 105.02%-104.3pp | 71.32%-70.6pp | 345.46%-344.7pp |
| Employer contribution / active EE | $1,276 | $2,735-53.4% | $1,984-35.7% | $4,764-73.2% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $708 | $8,289-91.5% | $6,102-88.4% | $11,601-93.9% |