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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 | $97,550-67.1% | $120,344-73.3% | $87,485-63.3% |
| Participation rate | 37.7% | 72.8%-35.1pp | 76.7%-39.0pp | 68.9%-31.2pp |
| Annual return | 10.96% | 18.41%-7.4pp | 20.30%-9.3pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,345 | $2,291-41.3% | $3,020-55.4% | $2,596-48.2% |
| Participant deferral / active EE | $1,947 | $4,230-54.0% | $5,135-62.1% | $4,274-54.4% |
| Admin fee / account holder | $14,014 | $9,543+46.9% | $12,742+10.0% | $7,775+80.3% |