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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 | $3,975 | $90,486-95.6% | $78,676-94.9% | $273,972-98.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 0.94% | 75.62%-74.7pp | 62.19%-61.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $331 | $3,175-89.6% | $2,850-88.4% | $4,869-93.2% |
| Participant deferral / active EE | $1,241 | $3,901-68.2% | $3,517-64.7% | $5,287-76.5% |
| Admin fee / account holder | $1,440 | $5,263-72.6% | $4,510-68.1% | $10,133-85.8% |