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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 | $18,813 | $54,541-65.5% | $78,778-76.1% | $70,126-73.2% |
| Participation rate | 58.5% | 60.8%-2.3pp | 69.2%-10.7pp | 69.5%-11.0pp |
| Annual return | 10.35% | 21.07%-10.7pp | 35.62%-25.3pp | 73.15%-62.8pp |
| Employer contribution / active EE | $396 | $1,089-63.6% | $1,986-80.1% | $2,343-83.1% |
| Participant deferral / active EE | $1,909 | $2,210-13.6% | $2,958-35.5% | $3,332-42.7% |
| Admin fee / account holder | $1,569 | $3,709-57.7% | $5,134-69.4% | $4,645-66.2% |