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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 | $15,872 | $48,364-67.2% | $71,796-77.9% | $62,881-74.8% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 1.69% | 13.16%-11.5pp | 78.04%-76.3pp | 20.14%-18.4pp |
| Employer contribution / active EE | $266 | $1,042-74.5% | $1,924-86.2% | $2,281-88.4% |
| Participant deferral / active EE | $1,481 | $2,091-29.2% | $2,794-47.0% | $3,203-53.7% |
| Admin fee / account holder | $1,185 | $3,771-68.6% | $4,815-75.4% | $4,296-72.4% |