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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 | $26,580 | $86,940-69.4% | $102,434-74.1% | $80,935-67.2% |
| Participation rate | 56.4% | 72.4%-16.0pp | 76.5%-20.1pp | 67.7%-11.3pp |
| Annual return | 9.39% | 18.89%-9.5pp | 29.46%-20.1pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,632 | $2,370-31.1% | $3,023-46.0% | $2,757-40.8% |
| Participant deferral / active EE | $1,981 | $4,121-51.9% | $5,055-60.8% | $4,299-53.9% |
| Admin fee / account holder | $2,230 | $8,047-72.3% | $9,462-76.4% | $6,924-67.8% |