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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 | $7,003 | $46,599-85.0% | $64,101-89.1% | $75,173-90.7% |
| Participation rate | 46.9% | 65.9%-19.1pp | 72.3%-25.4pp | 67.2%-20.3pp |
| Annual return | 8.16% | 26.06%-17.9pp | 33.72%-25.6pp | 160.72%-152.6pp |
| Employer contribution / active EE | $641 | $1,975-67.5% | $2,749-76.7% | $2,671-76.0% |
| Participant deferral / active EE | $1,253 | $2,837-55.8% | $3,881-67.7% | $4,126-69.6% |
| Admin fee / account holder | $3,487 | $2,956+18.0% | $3,070+13.6% | $5,651-38.3% |