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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 | $19,287 | $63,114-69.4% | $92,915-79.2% | $65,186-70.4% |
| Participation rate | 66.7% | 68.8%-2.1pp | 76.0%-9.3pp | 70.2%-3.5pp |
| Annual return | 14.32% | 28.75%-14.4pp | 109.45%-95.1pp | 29.39%-15.1pp |
| Employer contribution / active EE | $956 | $2,571-62.8% | $3,653-73.8% | $2,177-56.1% |
| Participant deferral / active EE | $1,842 | $3,108-40.7% | $4,238-56.5% | $3,514-47.6% |
| Admin fee / account holder | $3,273 | $624+424.9% | $5,796-43.5% | $847+286.3% |