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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 | $81,446-85.1% | $103,374-88.3% | $80,874-85.0% |
| Participation rate | 56.5% | 66.9%-10.3pp | 74.5%-18.0pp | 67.6%-11.1pp |
| Annual return | 8.99% | 25.57%-16.6pp | 24.89%-15.9pp | 35.62%-26.6pp |
| Employer contribution / active EE | $1,361 | $3,107-56.2% | $3,869-64.8% | $2,756-50.6% |
| Participant deferral / active EE | $2,613 | $3,870-32.5% | $5,058-48.3% | $4,297-39.2% |
| Admin fee / account holder | $843 | $6,715-87.4% | $8,394-90.0% | $6,935-87.8% |