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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 | $13,289 | $87,059-84.7% | $105,608-87.4% | $80,925-83.6% |
| Participation rate | 64.3% | 70.4%-6.2pp | 75.3%-11.0pp | 67.7%-3.4pp |
| Annual return | 1.09% | 17.05%-16.0pp | 116.50%-115.4pp | 35.65%-34.6pp |
| Employer contribution / active EE | $2,386 | $2,396-0.5% | $3,167-24.7% | $2,756-13.4% |
| Participant deferral / active EE | $3,373 | $3,986-15.4% | $5,010-32.7% | $4,299-21.5% |
| Admin fee / account holder | $880 | $8,443-89.6% | $11,028-92.0% | $6,940-87.3% |