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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 | $17,630 | $48,364-63.5% | $71,796-75.4% | $62,881-72.0% |
| Participation rate | 58.0% | 60.6%-2.6pp | 69.1%-11.1pp | 69.3%-11.3pp |
| Annual return | 4.17% | 13.16%-9.0pp | 78.04%-73.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $855 | $1,042-18.0% | $1,924-55.6% | $2,281-62.5% |
| Participant deferral / active EE | $1,502 | $2,091-28.2% | $2,794-46.2% | $3,203-53.1% |
| Admin fee / account holder | $448 | $3,771-88.1% | $4,815-90.7% | $4,296-89.6% |