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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 | $15,367 | $52,836-70.9% | $105,736-85.5% | $64,173-76.1% |
| Participation rate | 56.0% | 66.5%-10.5pp | 76.3%-20.3pp | 69.6%-13.6pp |
| Annual return | -12.25% | 14.30%-26.5pp | 6.27%-18.5pp | 7.63%-19.9pp |
| Employer contribution / active EE | $1,401 | $1,827-23.3% | $3,268-57.1% | $2,381-41.2% |
| Participant deferral / active EE | $2,268 | $2,545-10.9% | $4,080-44.4% | $3,470-34.6% |
| Admin fee / account holder | $1,032 | $3,959-73.9% | $6,913-85.1% | $4,887-78.9% |