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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 | $7,276 | $51,642-85.9% | $129,384-94.4% | $80,935-91.0% |
| Participation rate | 60.0% | 56.9%+3.1pp | 69.6%-9.6pp | 67.7%-7.7pp |
| Annual return | 10.12% | 20.78%-10.7pp | 9461.77%-9451.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $345 | $1,583-78.2% | $4,153-91.7% | $2,757-87.5% |
| Participant deferral / active EE | $1,380 | $2,670-48.3% | $4,166-66.9% | $4,299-67.9% |
| Admin fee / account holder | $6,429 | $4,312+49.1% | $7,686-16.3% | $6,924-7.2% |