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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 | $20,367 | $81,504-75.0% | $102,437-80.1% | $80,959-74.8% |
| Participation rate | 42.9% | 66.9%-24.0pp | 74.5%-31.7pp | 67.7%-24.8pp |
| Annual return | 9.25% | 25.60%-16.3pp | 24.95%-15.7pp | 35.67%-26.4pp |
| Employer contribution / active EE | $841 | $3,104-72.9% | $3,871-78.3% | $2,757-69.5% |
| Participant deferral / active EE | $1,854 | $3,871-52.1% | $5,060-63.4% | $4,300-56.9% |
| Admin fee / account holder | $2,208 | $6,719-67.1% | $8,388-73.7% | $6,925-68.1% |