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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 | $10,304 | $129,737-92.1% | $119,126-91.4% | $154,746-93.3% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 7.17% | 379.08%-371.9pp | 282.11%-274.9pp | 172.34%-165.2pp |
| Employer contribution / active EE | $2,365 | $4,375-45.9% | $4,034-41.4% | $4,379-46.0% |
| Participant deferral / active EE | $2,607 | $5,842-55.4% | $5,318-51.0% | $6,730-61.3% |
| Admin fee / account holder | $1,371 | $11,961-88.5% | $10,693-87.2% | $14,365-90.5% |