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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 | $8,319 | $150,412-94.5% | $120,574-93.1% | $145,884-94.3% |
| Participation rate | 53.8% | 78.8%-24.9pp | 71.9%-18.1pp | 80.3%-26.5pp |
| Annual return | 0.13% | 154.50%-154.4pp | 107.42%-107.3pp | 551.85%-551.7pp |
| Employer contribution / active EE | $1,350 | $4,355-69.0% | $3,471-61.1% | $4,662-71.1% |
| Participant deferral / active EE | $1,438 | $6,175-76.7% | $4,996-71.2% | $6,690-78.5% |
| Admin fee / account holder | $534 | $12,224-95.6% | $9,445-94.3% | $13,392-96.0% |