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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 | $10,346 | $211,288-95.1% | $178,540-94.2% | $145,884-92.9% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 6.57% | 30.27%-23.7pp | 27.15%-20.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $1,366 | $4,574-70.1% | $3,953-65.4% | $4,662-70.7% |
| Participant deferral / active EE | $1,535 | $6,967-78.0% | $6,281-75.6% | $6,690-77.1% |
| Admin fee / account holder | $17,459 | $12,105+44.2% | $10,424+67.5% | $13,392+30.4% |