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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 | $21,393 | $62,409-65.7% | $120,524-82.2% | $74,429-71.3% |
| Participation rate | 52.8% | 56.8%-3.9pp | 71.9%-19.1pp | 67.2%-14.4pp |
| Annual return | 7.49% | 18.62%-11.1pp | 107.36%-99.9pp | 1368.38%-1360.9pp |
| Employer contribution / active EE | $990 | $1,847-46.4% | $3,469-71.5% | $2,625-62.3% |
| Participant deferral / active EE | $1,430 | $2,888-50.5% | $4,994-71.4% | $4,348-67.1% |
| Admin fee / account holder | $3,907 | $2,394+63.2% | $9,440-58.6% | $1,944+100.9% |