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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 | $4,291 | $97,125-95.6% | $86,233-95.0% | $137,256-96.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 9.50% | 74.19%-64.7pp | 61.39%-51.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,037 | $2,841-63.5% | $2,504-58.6% | $4,156-75.0% |
| Participant deferral / active EE | $1,634 | $5,180-68.4% | $4,559-64.2% | $6,407-74.5% |
| Admin fee / account holder | $1,568 | $9,725-83.9% | $8,342-81.2% | $12,270-87.2% |