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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 | $16,968 | $72,273-76.5% | $101,275-83.2% | $79,856-78.8% |
| Participation rate | 63.9% | 68.5%-4.6pp | 75.8%-11.9pp | 69.6%-5.8pp |
| Annual return | 9.88% | 22.30%-12.4pp | 46.48%-36.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,047 | $2,691-23.9% | $3,660-44.1% | $2,471-17.2% |
| Participant deferral / active EE | $2,943 | $3,282-10.3% | $4,371-32.7% | $3,741-21.3% |
| Admin fee / account holder | $1,145 | $4,401-74.0% | $5,948-80.7% | $5,306-78.4% |