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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 | $12,928 | $115,810-88.8% | $101,271-87.2% | $158,966-91.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 2.70% | 56.15%-53.5pp | 46.48%-43.8pp | 302.95%-300.2pp |
| Employer contribution / active EE | $1,920 | $4,175-54.0% | $3,660-47.5% | $4,762-59.7% |
| Participant deferral / active EE | $1,695 | $4,958-65.8% | $4,371-61.2% | $5,983-71.7% |
| Admin fee / account holder | $96,392 | $7,248+1229.9% | $5,948+1520.7% | $11,250+756.8% |