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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 | $21,343 | $50,192-57.5% | $108,359-80.3% | $64,728-67.0% |
| Participation rate | 19.6% | 41.8%-22.2pp | 70.1%-50.6pp | 57.9%-38.3pp |
| Annual return | 9.09% | 14.22%-5.1pp | 36.89%-27.8pp | 49.38%-40.3pp |
| Employer contribution / active EE | $78 | $1,117-93.0% | $2,399-96.7% | $2,243-96.5% |
| Participant deferral / active EE | $1,061 | $1,676-36.7% | $4,137-74.3% | $2,729-61.1% |
| Admin fee / account holder | $4,493 | $2,161+107.9% | $9,741-53.9% | $1,145+292.3% |