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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 | $12,117 | $81,487-85.1% | $102,412-88.2% | $80,935-85.0% |
| Participation rate | 56.5% | 66.8%-10.3pp | 74.5%-18.0pp | 67.7%-11.1pp |
| Annual return | 8.99% | 25.60%-16.6pp | 24.94%-16.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $1,361 | $3,103-56.1% | $3,870-64.8% | $2,757-50.6% |
| Participant deferral / active EE | $2,613 | $3,871-32.5% | $5,060-48.4% | $4,299-39.2% |
| Admin fee / account holder | $843 | $6,717-87.4% | $8,388-89.9% | $6,924-87.8% |