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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 | $77,574-84.2% | $108,753-88.7% | $86,983-85.9% |
| Participation rate | 58.8% | 62.3%-3.5pp | 71.1%-12.3pp | 69.5%-10.7pp |
| Annual return | 9.90% | 18.42%-8.5pp | 37.47%-27.6pp | 25.83%-15.9pp |
| Employer contribution / active EE | $423 | $1,611-73.7% | $2,427-82.6% | $2,584-83.6% |
| Participant deferral / active EE | $1,380 | $3,128-55.9% | $4,115-66.5% | $4,194-67.1% |
| Admin fee / account holder | $1,970 | $6,529-69.8% | $10,320-80.9% | $7,856-74.9% |