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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 | $25,949 | $101,591-74.5% | $147,096-82.4% | $74,429-65.1% |
| Participation rate | 50.9% | 75.5%-24.6pp | 82.2%-31.3pp | 67.2%-16.3pp |
| Annual return | 9.19% | 8746.45%-8737.3pp | 419.75%-410.6pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $1,111 | $3,813-70.9% | $4,936-77.5% | $2,625-57.7% |
| Participant deferral / active EE | $3,480 | $7,302-52.3% | $8,071-56.9% | $4,348-20.0% |
| Admin fee / account holder | $1,094 | $1,750-37.5% | $13,005-91.6% | $1,944-43.7% |