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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 | $9,374 | $81,487-88.5% | $102,412-90.8% | $80,935-88.4% |
| Participation rate | 37.5% | 66.8%-29.3pp | 74.5%-37.0pp | 67.7%-30.2pp |
| Annual return | 4.55% | 25.60%-21.0pp | 24.94%-20.4pp | 35.66%-31.1pp |
| Employer contribution / active EE | $892 | $3,103-71.2% | $3,870-76.9% | $2,757-67.6% |
| Participant deferral / active EE | $1,655 | $3,871-57.2% | $5,060-67.3% | $4,299-61.5% |
| Admin fee / account holder | $1,703 | $6,717-74.6% | $8,388-79.7% | $6,924-75.4% |