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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 | $6,360 | $49,249-87.1% | $70,476-91.0% | $79,852-92.0% |
| Participation rate | 51.0% | 69.2%-18.2pp | 75.1%-24.1pp | 69.6%-18.7pp |
| Annual return | 3.42% | 30.09%-26.7pp | 109.12%-105.7pp | 31.72%-28.3pp |
| Employer contribution / active EE | $869 | $2,100-58.6% | $2,738-68.3% | $2,471-64.8% |
| Participant deferral / active EE | $1,459 | $2,769-47.3% | $3,710-60.7% | $3,740-61.0% |
| Admin fee / account holder | $346 | $2,878-88.0% | $3,847-91.0% | $5,306-93.5% |