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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 | $11,668 | $107,368-89.1% | $92,915-87.4% | $152,909-92.4% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 11.99% | 145.64%-133.7pp | 109.45%-97.5pp | 345.46%-333.5pp |
| Employer contribution / active EE | $1,054 | $4,222-75.0% | $3,653-71.2% | $4,764-77.9% |
| Participant deferral / active EE | $1,436 | $4,848-70.4% | $4,238-66.1% | $5,851-75.5% |
| Admin fee / account holder | $2,993 | $7,082-57.7% | $5,796-48.4% | $11,601-74.2% |