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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 | $1,161 | $70,366-98.4% | $66,674-98.3% | $138,895-99.2% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 0.58% | 386.41%-385.8pp | 321.24%-320.7pp | 145.39%-144.8pp |
| Employer contribution / active EE | $1,400 | $2,765-49.4% | $2,620-46.6% | $4,194-66.6% |
| Participant deferral / active EE | $1,400 | $4,374-68.0% | $4,084-65.7% | $6,396-78.1% |
| Admin fee / account holder | $195,923 | $5,262+3623.0% | $5,098+3743.1% | $12,562+1459.6% |