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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 | $1,857 | $112,729-98.4% | $98,716-98.1% | $137,256-98.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 8.14% | 38.48%-30.3pp | 31.81%-23.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $744 | $2,725-72.7% | $2,279-67.4% | $4,156-82.1% |
| Participant deferral / active EE | $1,141 | $4,640-75.4% | $4,048-71.8% | $6,407-82.2% |
| Admin fee / account holder | $7,250 | $10,129-28.4% | $8,703-16.7% | $12,270-40.9% |