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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 | $20,780 | $81,504-74.5% | $102,437-79.7% | $80,959-74.3% |
| Participation rate | 67.5% | 66.9%+0.6pp | 74.5%-7.0pp | 67.7%-0.2pp |
| Annual return | 7.14% | 25.60%-18.5pp | 24.95%-17.8pp | 35.67%-28.5pp |
| Employer contribution / active EE | $1,172 | $3,104-62.2% | $3,871-69.7% | $2,757-57.5% |
| Participant deferral / active EE | $1,886 | $3,871-51.3% | $5,060-62.7% | $4,300-56.1% |
| Admin fee / account holder | $653 | $6,719-90.3% | $8,388-92.2% | $6,925-90.6% |