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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 | $28,405 | $94,031-69.8% | $115,768-75.5% | $82,448-65.5% |
| Participation rate | 47.9% | 70.4%-22.5pp | 74.4%-26.4pp | 68.1%-20.1pp |
| Annual return | 9.73% | 20.61%-10.9pp | 100.46%-90.7pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,437 | $2,323-38.1% | $2,940-51.1% | $2,551-43.7% |
| Participant deferral / active EE | $3,272 | $3,972-17.6% | $4,917-33.5% | $4,139-21.0% |
| Admin fee / account holder | $15,232 | $10,249+48.6% | $12,439+22.5% | $7,234+110.6% |