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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 | $27,041 | $78,423-65.5% | $95,964-71.8% | $79,856-66.1% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.7pp |
| Annual return | 8.48% | 19.37%-10.9pp | 91.64%-83.2pp | 31.71%-23.2pp |
| Employer contribution / active EE | $679 | $1,945-65.1% | $2,541-73.3% | $2,471-72.5% |
| Participant deferral / active EE | $2,183 | $3,440-36.6% | $4,167-47.6% | $3,741-41.7% |
| Admin fee / account holder | $20,364 | $5,622+262.2% | $6,797+199.6% | $5,306+283.8% |