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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 | $15,066 | $65,367-77.0% | $92,915-83.8% | $72,976-79.4% |
| Participation rate | 64.6% | 68.3%-3.7pp | 76.0%-11.4pp | 69.5%-4.9pp |
| Annual return | 1.84% | 42.11%-40.3pp | 109.45%-107.6pp | 81.02%-79.2pp |
| Employer contribution / active EE | $1,307 | $2,594-49.6% | $3,653-64.2% | $2,440-46.4% |
| Participant deferral / active EE | $2,246 | $3,128-28.2% | $4,238-47.0% | $3,608-37.7% |
| Admin fee / account holder | $1,340 | $4,251-68.5% | $5,796-76.9% | $5,124-73.8% |