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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 | $8,599 | $43,075-80.0% | $74,577-88.5% | $62,881-86.3% |
| Participation rate | 67.9% | 58.1%+9.8pp | 68.1%-0.3pp | 69.3%-1.4pp |
| Annual return | 2.46% | 17.50%-15.0pp | 20.47%-18.0pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,235 | $1,498-17.5% | $2,525-51.1% | $2,281-45.8% |
| Participant deferral / active EE | $1,775 | $2,389-25.7% | $3,458-48.7% | $3,203-44.6% |
| Admin fee / account holder | $1,227 | $2,840-56.8% | $4,138-70.3% | $4,296-71.4% |