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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 | $166,268-91.8% | $165,100-91.7% | $145,897-90.6% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 7.75% | 100.52%-92.8pp | 70.21%-62.5pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,156 | $5,284-78.1% | $4,348-73.4% | $4,663-75.2% |
| Participant deferral / active EE | $2,915 | $6,964-58.1% | $6,035-51.7% | $6,689-56.4% |
| Admin fee / account holder | $11,085 | $16,659-33.5% | $12,696-12.7% | $13,390-17.2% |