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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 | $16,262 | $135,956-88.0% | $123,894-86.9% | $273,972-94.1% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 3.33% | 56.63%-53.3pp | 47.52%-44.2pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,156 | $5,170-77.6% | $4,617-75.0% | $4,869-76.3% |
| Participant deferral / active EE | $2,275 | $6,343-64.1% | $5,984-62.0% | $5,287-57.0% |
| Admin fee / account holder | $796 | $9,817-91.9% | $8,357-90.5% | $10,133-92.1% |