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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 | $5,801 | $100,139-94.2% | $85,187-93.2% | $145,884-96.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 1.34% | 84.15%-82.8pp | 66.67%-65.3pp | 551.85%-550.5pp |
| Employer contribution / active EE | $913 | $3,238-71.8% | $2,732-66.6% | $4,662-80.4% |
| Participant deferral / active EE | $1,291 | $5,296-75.6% | $4,525-71.5% | $6,690-80.7% |
| Admin fee / account holder | $4,448 | $7,262-38.8% | $6,162-27.8% | $13,392-66.8% |