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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 | $13,667 | $166,131-91.8% | $164,975-91.7% | $145,877-90.6% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 7.75% | 100.37%-92.6pp | 70.12%-62.4pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,156 | $5,276-78.1% | $4,343-73.4% | $4,663-75.2% |
| Participant deferral / active EE | $2,915 | $6,962-58.1% | $6,033-51.7% | $6,691-56.4% |
| Admin fee / account holder | $11,085 | $16,648-33.4% | $12,688-12.6% | $13,402-17.3% |