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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 | $3,261 | $100,073-96.7% | $85,126-96.2% | $145,877-97.8% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | -26.80% | 84.11%-110.9pp | 66.63%-93.4pp | 551.28%-578.1pp |
| Employer contribution / active EE | $7,478 | $3,236+131.1% | $2,731+173.8% | $4,663+60.4% |
| Participant deferral / active EE | $11,270 | $5,294+112.9% | $4,523+149.1% | $6,691+68.4% |
| Admin fee / account holder | $197,810 | $7,261+2624.3% | $6,160+3111.0% | $13,402+1376.0% |