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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 | $11,280 | $86,940-87.0% | $102,434-89.0% | $80,935-86.1% |
| Participation rate | 22.9% | 72.4%-49.5pp | 76.5%-53.6pp | 67.7%-44.7pp |
| Annual return | 9.90% | 18.89%-9.0pp | 29.46%-19.6pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,588 | $2,370-33.0% | $3,023-47.5% | $2,757-42.4% |
| Participant deferral / active EE | $2,194 | $4,121-46.8% | $5,055-56.6% | $4,299-49.0% |
| Admin fee / account holder | $9,724 | $8,047+20.8% | $9,462+2.8% | $6,924+40.4% |