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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 | $17,791 | $86,940-79.5% | $102,434-82.6% | $80,935-78.0% |
| Participation rate | 38.3% | 72.4%-34.1pp | 76.5%-38.2pp | 67.7%-29.4pp |
| Annual return | 9.44% | 18.89%-9.4pp | 29.46%-20.0pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,320 | $2,370-44.3% | $3,023-56.4% | $2,757-52.1% |
| Participant deferral / active EE | $2,183 | $4,121-47.0% | $5,055-56.8% | $4,299-49.2% |
| Admin fee / account holder | $2,342 | $8,047-70.9% | $9,462-75.2% | $6,924-66.2% |