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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 | $3,524 | $110,410-96.8% | $102,437-96.6% | $145,897-97.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 7.67% | 24.85%-17.2pp | 24.95%-17.3pp | 552.29%-544.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,665 | $5,622-70.4% | $5,060-67.1% | $6,689-75.1% |
| Admin fee / account holder | $1,063 | $9,745-89.1% | $8,388-87.3% | $13,390-92.1% |