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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 | $6,954 | $97,732-92.9% | $83,831-91.7% | $135,380-94.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -16.41% | 1287.56%-1304.0pp | 850.99%-867.4pp | 519.81%-536.2pp |
| Employer contribution / active EE | $1,040 | $4,222-75.4% | $3,631-71.4% | $4,779-78.2% |
| Participant deferral / active EE | $2,173 | $4,683-53.6% | $4,082-46.8% | $5,609-61.3% |
| Admin fee / account holder | $3,346 | $6,675-49.9% | $5,479-38.9% | $10,828-69.1% |