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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 | $12,446 | $176,688-93.0% | $130,660-90.5% | $152,909-91.9% |
| Participation rate | 13.6% | 79.0%-65.3pp | 71.7%-58.1pp | 82.5%-68.8pp |
| Annual return | 3.20% | 2693.08%-2689.9pp | 1709.29%-1706.1pp | 345.46%-342.3pp |
| Employer contribution / active EE | $643 | $5,743-88.8% | $4,092-84.3% | $4,764-86.5% |
| Participant deferral / active EE | $1,423 | $4,362-67.4% | $3,603-60.5% | $5,851-75.7% |
| Admin fee / account holder | $4,394 | $7,131-38.4% | $5,463-19.6% | $11,601-62.1% |