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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 | $12,232 | $90,486-86.5% | $78,676-84.5% | $273,972-95.5% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 2.01% | 75.62%-73.6pp | 62.19%-60.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,254 | $3,175-60.5% | $2,850-56.0% | $4,869-74.2% |
| Participant deferral / active EE | $1,517 | $3,901-61.1% | $3,517-56.9% | $5,287-71.3% |
| Admin fee / account holder | $4,202 | $5,263-20.2% | $4,510-6.8% | $10,133-58.5% |