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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 | $15,172 | $168,635-91.0% | $147,617-89.7% | $125,389-87.9% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | -5.94% | 77.65%-83.6pp | 61.98%-67.9pp | 282.24%-288.2pp |
| Employer contribution / active EE | $2,398 | $6,252-61.6% | $5,564-56.9% | $4,866-50.7% |
| Participant deferral / active EE | $4,114 | $5,507-25.3% | $4,895-16.0% | $5,352-23.1% |
| Admin fee / account holder | $474 | $13,580-96.5% | $11,612-95.9% | $9,541-95.0% |