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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 | $24,784 | $96,289-74.3% | $213,469-88.4% | $87,485-71.7% |
| Participation rate | 41.6% | 69.6%-28.0pp | 77.1%-35.6pp | 68.9%-27.4pp |
| Annual return | 8.70% | 17.78%-9.1pp | 20.58%-11.9pp | 26.06%-17.4pp |
| Employer contribution / active EE | $1,538 | $3,035-49.3% | $4,994-69.2% | $2,596-40.7% |
| Participant deferral / active EE | $2,190 | $4,750-53.9% | $6,841-68.0% | $4,274-48.8% |
| Admin fee / account holder | $4,040 | $9,670-58.2% | $27,141-85.1% | $7,775-48.0% |