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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 | $18,220 | $86,940-79.0% | $102,434-82.2% | $80,935-77.5% |
| Participation rate | 55.2% | 72.4%-17.2pp | 76.5%-21.3pp | 67.7%-12.5pp |
| Annual return | 2.37% | 18.89%-16.5pp | 29.46%-27.1pp | 35.66%-33.3pp |
| Employer contribution / active EE | $994 | $2,370-58.1% | $3,023-67.1% | $2,757-63.9% |
| Participant deferral / active EE | $1,911 | $4,121-53.6% | $5,055-62.2% | $4,299-55.6% |
| Admin fee / account holder | $56,933 | $8,047+607.5% | $9,462+501.7% | $6,924+722.2% |