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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 | $0 | $103,038-100.0% | $90,324-100.0% | $152,909-100.0% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | -190.93% | 95.25%-286.2pp | 78.15%-269.1pp | 345.46%-536.4pp |
| Employer contribution / active EE | $558 | $3,141-82.2% | $2,856-80.5% | $4,764-88.3% |
| Participant deferral / active EE | $1,354 | $4,282-68.4% | $3,885-65.1% | $5,851-76.9% |
| Admin fee / account holder | $830 | $6,177-86.6% | $5,356-84.5% | $11,601-92.8% |