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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 | $4,321 | $87,166-95.0% | $76,735-94.4% | $137,256-96.9% |
| Participation rate | 47.1% | 74.4%-27.3pp | 69.5%-22.4pp | 80.0%-32.9pp |
| Annual return | 9.45% | 26.50%-17.1pp | 29.77%-20.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | $830 | $2,904-71.4% | $2,454-66.2% | $4,156-80.0% |
| Participant deferral / active EE | $1,060 | $4,726-77.6% | $4,088-74.1% | $6,407-83.4% |
| Admin fee / account holder | $2,143 | $8,403-74.5% | $7,189-70.2% | $12,270-82.5% |