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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 | $16,813 | $65,555-74.4% | $86,216-80.5% | $75,173-77.6% |
| Participation rate | 43.4% | 60.5%-17.1pp | 69.0%-25.5pp | 67.2%-23.8pp |
| Annual return | 12.56% | 46.07%-33.5pp | 1169.42%-1156.9pp | 160.72%-148.2pp |
| Employer contribution / active EE | $914 | $1,553-41.1% | $2,382-61.6% | $2,671-65.8% |
| Participant deferral / active EE | $1,710 | $3,023-43.4% | $3,986-57.1% | $4,126-58.6% |
| Admin fee / account holder | $8,065 | $5,469+47.5% | $6,853+17.7% | $5,651+42.7% |