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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 | $35,142 | $104,098-66.2% | $140,514-75.0% | $94,015-62.6% |
| Participation rate | 55.3% | 73.7%-18.4pp | 77.8%-22.5pp | 70.8%-15.6pp |
| Annual return | 6.97% | 15.14%-8.2pp | 14.36%-7.4pp | 17.84%-10.9pp |
| Employer contribution / active EE | $773 | $2,388-67.6% | $3,378-77.1% | $2,790-72.3% |
| Participant deferral / active EE | $1,996 | $4,033-50.5% | $4,919-59.4% | $4,249-53.0% |
| Admin fee / account holder | $6,969 | $10,439-33.2% | $13,697-49.1% | $8,951-22.1% |