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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 | $4,051 | $34,932-88.4% | $56,441-92.8% | $74,546-94.6% |
| Participation rate | 68.5% | 32.9%+35.6pp | 52.5%+16.0pp | 67.2%+1.3pp |
| Annual return | 7.71% | 24.90%-17.2pp | 1704.21%-1696.5pp | 1366.03%-1358.3pp |
| Employer contribution / active EE | $109 | $608-82.1% | $1,039-89.5% | $2,624-95.8% |
| Participant deferral / active EE | $1,090 | $1,173-7.0% | $1,953-44.2% | $4,347-74.9% |
| Admin fee / account holder | $445 | $2,359-81.1% | $2,829-84.3% | $1,944-77.1% |