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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 | $17,227 | $71,197-75.8% | $93,669-81.6% | $80,925-78.7% |
| Participation rate | 48.3% | 60.4%-12.1pp | 68.7%-20.4pp | 67.7%-19.4pp |
| Annual return | 7.48% | 11.27%-3.8pp | 133.59%-126.1pp | 35.65%-28.2pp |
| Employer contribution / active EE | $1,122 | $1,565-28.3% | $2,424-53.7% | $2,756-59.3% |
| Participant deferral / active EE | $2,504 | $4,036-37.9% | $4,416-43.3% | $4,299-41.7% |
| Admin fee / account holder | $28,208 | $6,959+305.4% | $8,291+240.2% | $6,940+306.5% |