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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 | $7,272 | $81,358-91.1% | $155,556-95.3% | $80,959-91.0% |
| Participation rate | 57.9% | 66.3%-8.4pp | 78.2%-20.3pp | 67.7%-9.8pp |
| Annual return | 9.37% | 33.39%-24.0pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,075 | $3,455-39.9% | $5,631-63.1% | $4,300-51.7% |
| Admin fee / account holder | $13,647 | $7,994+70.7% | $15,885-14.1% | $6,925+97.1% |