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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 | $12,999 | $78,015-83.3% | $178,505-92.7% | $80,959-83.9% |
| Participation rate | 48.4% | 65.7%-17.3pp | 77.1%-28.7pp | 67.7%-19.3pp |
| Annual return | 5.51% | 18.10%-12.6pp | 27.16%-21.7pp | 35.67%-30.2pp |
| Employer contribution / active EE | $1,135 | $2,281-50.3% | $3,955-71.3% | $2,757-58.8% |
| Participant deferral / active EE | $2,610 | $4,406-40.8% | $6,280-58.4% | $4,300-39.3% |
| Admin fee / account holder | $9,058 | $7,160+26.5% | $10,428-13.1% | $6,925+30.8% |