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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 | $20,421 | $102,422-80.1% | $147,117-86.1% | $80,959-74.8% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 7.95% | 135.16%-127.2pp | 420.54%-412.6pp | 35.67%-27.7pp |
| Employer contribution / active EE | $2,691 | $3,717-27.6% | $4,932-45.4% | $2,757-2.4% |
| Participant deferral / active EE | $4,045 | $6,652-39.2% | $8,065-49.8% | $4,300-5.9% |
| Admin fee / account holder | $662 | $7,953-91.7% | $12,993-94.9% | $6,925-90.4% |