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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 | $19,403 | $81,504-76.2% | $102,437-81.1% | $80,959-76.0% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 7.75% | 25.60%-17.8pp | 24.95%-17.2pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,442 | $3,104-53.5% | $3,871-62.7% | $2,757-47.7% |
| Participant deferral / active EE | $1,749 | $3,871-54.8% | $5,060-65.4% | $4,300-59.3% |
| Admin fee / account holder | $2,403 | $6,719-64.2% | $8,388-71.4% | $6,925-65.3% |