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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 | $32,106 | $95,404-66.3% | $113,397-71.7% | $82,637-61.1% |
| Participation rate | 37.7% | 72.8%-35.1pp | 76.5%-38.8pp | 68.1%-30.3pp |
| Annual return | 10.96% | 19.08%-8.1pp | 23.20%-12.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,345 | $2,307-41.7% | $2,977-54.8% | $2,552-47.3% |
| Participant deferral / active EE | $1,947 | $4,220-53.8% | $5,076-61.6% | $4,126-52.8% |
| Admin fee / account holder | $14,014 | $9,168+52.9% | $11,957+17.2% | $7,339+91.0% |