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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 | $20,122 | $65,034-69.1% | $90,970-77.9% | $79,856-74.8% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 6.26% | 30.45%-24.2pp | 134.60%-128.3pp | 31.71%-25.5pp |
| Employer contribution / active EE | $392 | $1,247-68.6% | $2,122-81.5% | $2,471-84.2% |
| Participant deferral / active EE | $2,597 | $2,512+3.4% | $3,373-23.0% | $3,741-30.6% |
| Admin fee / account holder | $2,051 | $4,536-54.8% | $5,961-65.6% | $5,306-61.4% |