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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 | $3,917 | $114,119-96.6% | $107,187-96.3% | $138,895-97.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 2.42% | 273.21%-270.8pp | 204.55%-202.1pp | 145.39%-143.0pp |
| Employer contribution / active EE | $2,215 | $4,059-45.4% | $3,782-41.4% | $4,194-47.2% |
| Participant deferral / active EE | $8,310 | $5,538+50.1% | $5,096+63.1% | $6,396+29.9% |
| Admin fee / account holder | $55,063 | $10,024+449.3% | $9,162+501.0% | $12,562+338.3% |