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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 | $25,291 | $69,977-63.9% | $108,582-76.7% | $62,881-59.8% |
| Participation rate | 32.8% | 72.9%-40.1pp | 79.6%-46.8pp | 69.3%-36.5pp |
| Annual return | 1.04% | 10.73%-9.7pp | -51.70%+52.7pp | 20.14%-19.1pp |
| Employer contribution / active EE | $789 | $2,135-63.1% | $3,758-79.0% | $2,281-65.4% |
| Participant deferral / active EE | $1,767 | $3,165-44.2% | $4,311-59.0% | $3,203-44.8% |
| Admin fee / account holder | $10,716 | $5,076+111.1% | $7,645+40.2% | $4,296+149.5% |