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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 | $20,812 | $81,504-74.5% | $102,437-79.7% | $80,959-74.3% |
| Participation rate | 68.8% | 66.9%+1.9pp | 74.5%-5.8pp | 67.7%+1.1pp |
| Annual return | 8.54% | 25.60%-17.1pp | 24.95%-16.4pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,176 | $3,104-62.1% | $3,871-69.6% | $2,757-57.3% |
| Participant deferral / active EE | $3,293 | $3,871-14.9% | $5,060-34.9% | $4,300-23.4% |
| Admin fee / account holder | $588 | $6,719-91.3% | $8,388-93.0% | $6,925-91.5% |