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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 | $13,263 | $115,911-88.6% | $100,530-86.8% | $158,950-91.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 2.68% | 34.80%-32.1pp | 30.89%-28.2pp | 302.91%-300.2pp |
| Employer contribution / active EE | $1,425 | $4,104-65.3% | $3,418-58.3% | $4,762-70.1% |
| Participant deferral / active EE | $2,168 | $6,676-67.5% | $6,271-65.4% | $5,983-63.8% |
| Admin fee / account holder | $184,436 | $10,999+1576.8% | $8,083+2181.8% | $11,248+1539.7% |