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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 | $9,573 | $48,364-80.2% | $71,796-86.7% | $62,881-84.8% |
| Participation rate | 59.3% | 60.6%-1.4pp | 69.1%-9.9pp | 69.3%-10.0pp |
| Annual return | 3.24% | 13.16%-9.9pp | 78.04%-74.8pp | 20.14%-16.9pp |
| Employer contribution / active EE | $672 | $1,042-35.5% | $1,924-65.1% | $2,281-70.6% |
| Participant deferral / active EE | $1,516 | $2,091-27.5% | $2,794-45.7% | $3,203-52.7% |
| Admin fee / account holder | $5,119 | $3,771+35.7% | $4,815+6.3% | $4,296+19.2% |