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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 | $16,555 | $65,364-74.7% | $92,909-82.2% | $72,975-77.3% |
| Participation rate | 45.2% | 68.3%-23.2pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 10.22% | 42.11%-31.9pp | 109.44%-99.2pp | 81.01%-70.8pp |
| Employer contribution / active EE | $645 | $2,594-75.1% | $3,653-82.3% | $2,440-73.6% |
| Participant deferral / active EE | $1,553 | $3,128-50.4% | $4,238-63.4% | $3,608-57.0% |
| Admin fee / account holder | $2,873 | $4,251-32.4% | $5,795-50.4% | $5,124-43.9% |