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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 | $12,094 | $60,504-80.0% | $81,882-85.2% | $74,478-83.8% |
| Participation rate | 31.9% | 62.9%-31.1pp | 72.4%-40.5pp | 67.2%-35.4pp |
| Annual return | 9.39% | 16.91%-7.5pp | 779.47%-770.1pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $513 | $2,627-80.5% | $2,916-82.4% | $2,626-80.5% |
| Participant deferral / active EE | $861 | $3,400-74.7% | $4,323-80.1% | $4,350-80.2% |
| Admin fee / account holder | $1,881 | $1,492+26.1% | $7,360-74.4% | $1,946-3.3% |