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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 | $12,161 | $93,064-86.9% | $74,577-83.7% | $273,972-95.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 1.45% | 26.18%-24.7pp | 20.47%-19.0pp | 41.46%-40.0pp |
| Employer contribution / active EE | $796 | $3,160-74.8% | $2,525-68.5% | $4,869-83.6% |
| Participant deferral / active EE | $1,082 | $4,160-74.0% | $3,458-68.7% | $5,287-79.5% |
| Admin fee / account holder | $8,227 | $5,273+56.0% | $4,138+98.8% | $10,133-18.8% |