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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 | $9,484 | $65,703-85.6% | $94,228-89.9% | $59,633-84.1% |
| Participation rate | 65.4% | 72.1%-6.7pp | 78.8%-13.4pp | 68.7%-3.3pp |
| Annual return | -4.15% | 5.22%-9.4pp | 10.68%-14.8pp | 2041.40%-2045.6pp |
| Employer contribution / active EE | $2,378 | $2,021+17.7% | $3,587-33.7% | $2,203+8.0% |
| Participant deferral / active EE | $1,812 | $3,143-42.3% | $4,320-58.1% | $3,192-43.2% |
| Admin fee / account holder | $811 | $4,264-81.0% | $6,269-87.1% | $4,297-81.1% |