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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 | $10,704 | $106,267-89.9% | $96,520-88.9% | $139,456-92.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | -1.25% | 38.45%-39.7pp | 35.72%-37.0pp | 373.45%-374.7pp |
| Employer contribution / active EE | $1,390 | $4,105-66.1% | $3,739-62.8% | $4,753-70.8% |
| Participant deferral / active EE | $2,245 | $5,454-58.8% | $4,879-54.0% | $6,711-66.5% |
| Admin fee / account holder | $2,237 | $7,882-71.6% | $6,733-66.8% | $11,407-80.4% |