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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 | $17,787 | $93,598-81.0% | $135,974-86.9% | $75,173-76.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 14.18% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $5,231 | $3,538+47.9% | $4,859+7.7% | $2,671+95.9% |
| Participant deferral / active EE | $9,781 | $6,405+52.7% | $7,760+26.1% | $4,126+137.1% |
| Admin fee / account holder | $13,925 | $6,978+99.6% | $10,767+29.3% | $5,651+146.4% |