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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 | $9,928 | $84,236-88.2% | $170,435-94.2% | $70,126-85.8% |
| Participation rate | 66.0% | 70.8%-4.9pp | 83.6%-17.6pp | 69.5%-3.6pp |
| Annual return | 10.42% | 23.06%-12.6pp | 205.94%-195.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $544 | $3,387-83.9% | $5,432-90.0% | $2,343-76.8% |
| Participant deferral / active EE | $1,125 | $3,086-63.5% | $4,939-77.2% | $3,332-66.2% |
| Admin fee / account holder | $1,623 | $5,698-71.5% | $13,881-88.3% | $4,645-65.1% |