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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 | $4,292 | $58,258-92.6% | $81,820-94.8% | $80,925-94.7% |
| Participation rate | 69.7% | 63.5%+6.2pp | 72.4%-2.7pp | 67.7%+2.0pp |
| Annual return | 2.88% | 41.76%-38.9pp | 777.93%-775.1pp | 35.65%-32.8pp |
| Employer contribution / active EE | $2,034 | $2,345-13.3% | $2,915-30.2% | $2,756-26.2% |
| Participant deferral / active EE | $2,100 | $3,284-36.0% | $4,323-51.4% | $4,299-51.1% |
| Admin fee / account holder | $4,076 | $4,976-18.1% | $7,391-44.9% | $6,940-41.3% |