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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 | $17,123 | $64,909-73.6% | $82,312-79.2% | $62,293-72.5% |
| Participation rate | 58.8% | 74.9%-16.0pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 10.83% | 21.18%-10.3pp | 25.88%-15.0pp | 28.90%-18.1pp |
| Employer contribution / active EE | $715 | $1,676-57.3% | $2,428-70.6% | $2,042-65.0% |
| Participant deferral / active EE | $1,536 | $3,103-50.5% | $3,706-58.6% | $3,169-51.5% |
| Admin fee / account holder | $1,416 | $440+222.2% | $5,608-74.7% | $479+195.5% |