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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 | $9,205 | $56,431-83.7% | $130,788-93.0% | $87,485-89.5% |
| Participation rate | 55.6% | 58.9%-3.4pp | 70.1%-14.5pp | 68.9%-13.4pp |
| Annual return | 9.99% | 91.27%-81.3pp | 386.44%-376.5pp | 26.06%-16.1pp |
| Employer contribution / active EE | $754 | $1,549-51.3% | $3,558-78.8% | $2,596-71.0% |
| Participant deferral / active EE | $1,051 | $2,749-61.8% | $4,137-74.6% | $4,274-75.4% |
| Admin fee / account holder | $783 | $4,433-82.3% | $6,673-88.3% | $7,775-89.9% |