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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 | $6,574 | $114,119-94.2% | $107,187-93.9% | $138,895-95.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 9.80% | 273.21%-263.4pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,033 | $4,059-74.5% | $3,782-72.7% | $4,194-75.4% |
| Participant deferral / active EE | $1,634 | $5,538-70.5% | $5,096-67.9% | $6,396-74.4% |
| Admin fee / account holder | $88,059 | $10,024+778.5% | $9,162+861.1% | $12,562+601.0% |