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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 | $7,140 | $60,128-88.1% | $90,440-92.1% | $79,852-91.1% |
| Participation rate | 34.9% | 65.0%-30.1pp | 72.7%-37.8pp | 69.6%-34.8pp |
| Annual return | 7.23% | 71.95%-64.7pp | 1294.38%-1287.2pp | 31.72%-24.5pp |
| Employer contribution / active EE | $250 | $2,068-87.9% | $3,263-92.3% | $2,471-89.9% |
| Participant deferral / active EE | $896 | $2,939-69.5% | $3,964-77.4% | $3,740-76.1% |
| Admin fee / account holder | $3,249 | $3,977-18.3% | $5,615-42.1% | $5,306-38.8% |