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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 | $14,077 | $52,450-73.2% | $129,384-89.1% | $74,459-81.1% |
| Participation rate | 52.2% | 53.8%-1.6pp | 69.6%-17.4pp | 67.2%-15.0pp |
| Annual return | 10.82% | 15.65%-4.8pp | 9461.77%-9451.0pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $556 | $1,532-63.7% | $4,153-86.6% | $2,626-78.8% |
| Participant deferral / active EE | $1,176 | $2,797-57.9% | $4,166-71.8% | $4,350-73.0% |
| Admin fee / account holder | $915 | $2,636-65.3% | $7,686-88.1% | $1,945-53.0% |