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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 | $14,487 | $84,236-82.8% | $170,435-91.5% | $70,126-79.3% |
| Participation rate | 55.3% | 70.8%-15.5pp | 83.6%-28.3pp | 69.5%-14.2pp |
| Annual return | 11.72% | 23.06%-11.3pp | 205.94%-194.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $472 | $3,387-86.1% | $5,432-91.3% | $2,343-79.8% |
| Participant deferral / active EE | $1,508 | $3,086-51.1% | $4,939-69.5% | $3,332-54.8% |
| Admin fee / account holder | $1,248 | $5,698-78.1% | $13,881-91.0% | $4,645-73.1% |