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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 | $12,294 | $73,787-83.3% | $98,716-87.5% | $82,448-85.1% |
| Participation rate | 58.8% | 61.4%-2.6pp | 69.3%-10.5pp | 68.1%-9.2pp |
| Annual return | 9.90% | 18.57%-8.7pp | 31.81%-21.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $423 | $1,511-72.0% | $2,279-81.4% | $2,551-83.4% |
| Participant deferral / active EE | $1,380 | $3,081-55.2% | $4,048-65.9% | $4,139-66.7% |
| Admin fee / account holder | $1,970 | $6,500-69.7% | $8,703-77.4% | $7,234-72.8% |