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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 | $12,867 | $123,898-89.6% | $116,538-89.0% | $155,188-91.7% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.8%-30.8pp |
| Annual return | 5.73% | 16.04%-10.3pp | 17.97%-12.2pp | 148.84%-143.1pp |
| Employer contribution / active EE | $1,602 | $4,739-66.2% | $4,541-64.7% | $4,248-62.3% |
| Participant deferral / active EE | $2,639 | $6,400-58.8% | $6,207-57.5% | $6,531-59.6% |
| Admin fee / account holder | $146,037 | $9,174+1491.8% | $8,737+1571.4% | $14,480+908.6% |