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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 | $9,022 | $53,128-83.0% | $86,582-89.6% | $70,126-87.1% |
| Participation rate | 51.9% | 65.3%-13.4pp | 73.5%-21.6pp | 69.5%-17.6pp |
| Annual return | 10.38% | 27.66%-17.3pp | 965.08%-954.7pp | 73.15%-62.8pp |
| Employer contribution / active EE | $278 | $2,068-86.6% | $2,839-90.2% | $2,343-88.1% |
| Participant deferral / active EE | $1,540 | $2,695-42.9% | $3,609-57.3% | $3,332-53.8% |
| Admin fee / account holder | $1,262 | $3,584-64.8% | $4,904-74.3% | $4,645-72.8% |