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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 | $40,537 | $104,098-61.1% | $140,514-71.2% | $94,015-56.9% |
| Participation rate | 56.5% | 73.7%-17.3pp | 77.8%-21.3pp | 70.8%-14.4pp |
| Annual return | 9.74% | 15.14%-5.4pp | 14.36%-4.6pp | 17.84%-8.1pp |
| Employer contribution / active EE | $943 | $2,388-60.5% | $3,378-72.1% | $2,790-66.2% |
| Participant deferral / active EE | $2,122 | $4,033-47.4% | $4,919-56.8% | $4,249-50.1% |
| Admin fee / account holder | $4,214 | $10,439-59.6% | $13,697-69.2% | $8,951-52.9% |