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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 | $16,981 | $56,287-69.8% | $80,977-79.0% | $62,881-73.0% |
| Participation rate | 66.7% | 68.9%-2.3pp | 75.8%-9.1pp | 69.3%-2.6pp |
| Annual return | 4.22% | 22.13%-17.9pp | 17.11%-12.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,728 | $1,943-11.1% | $3,715-53.5% | $2,281-24.2% |
| Participant deferral / active EE | $2,256 | $4,196-46.2% | $5,696-60.4% | $3,203-29.6% |
| Admin fee / account holder | $2,577 | $3,742-31.1% | $5,517-53.3% | $4,296-40.0% |