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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 | $11,325 | $87,059-87.0% | $105,608-89.3% | $80,925-86.0% |
| Participation rate | 67.5% | 70.4%-2.9pp | 75.3%-7.8pp | 67.7%-0.2pp |
| Annual return | 9.77% | 17.05%-7.3pp | 116.50%-106.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,203 | $2,396-49.8% | $3,167-62.0% | $2,756-56.4% |
| Participant deferral / active EE | $2,022 | $3,986-49.3% | $5,010-59.6% | $4,299-53.0% |
| Admin fee / account holder | $1,603 | $8,443-81.0% | $11,028-85.5% | $6,940-76.9% |