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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 | $12,976 | $78,707-83.5% | $117,861-89.0% | $70,126-81.5% |
| Participation rate | 60.5% | 73.2%-12.7pp | 79.7%-19.1pp | 69.5%-9.0pp |
| Annual return | 12.11% | 23.30%-11.2pp | 335.11%-323.0pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,336 | $2,223-39.9% | $3,786-64.7% | $2,343-43.0% |
| Participant deferral / active EE | $1,825 | $3,297-44.6% | $4,482-59.3% | $3,332-45.2% |
| Admin fee / account holder | $6,244 | $5,066+23.3% | $8,021-22.1% | $4,645+34.4% |