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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 | $13,301 | $82,882-84.0% | $127,803-89.6% | $72,975-81.8% |
| Participation rate | 65.9% | 71.5%-5.7pp | 79.0%-13.2pp | 69.5%-3.6pp |
| Annual return | 16.06% | 32.20%-16.1pp | 26.14%-10.1pp | 81.01%-65.0pp |
| Employer contribution / active EE | $1,543 | $3,346-53.9% | $4,576-66.3% | $2,440-36.7% |
| Participant deferral / active EE | $2,162 | $4,791-54.9% | $6,023-64.1% | $3,608-40.1% |
| Admin fee / account holder | $3,733 | $6,487-42.5% | $9,399-60.3% | $5,124-27.2% |