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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 | $14,436 | $124,425-88.4% | $112,040-87.1% | $137,256-89.5% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 8.24% | 24.72%-16.5pp | 24.52%-16.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,015 | $3,411-40.9% | $2,954-31.8% | $4,156-51.5% |
| Participant deferral / active EE | $4,616 | $5,718-19.3% | $5,098-9.4% | $6,407-27.9% |
| Admin fee / account holder | $7,266 | $15,207-52.2% | $12,098-39.9% | $12,270-40.8% |