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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 | $9,417 | $138,072-93.2% | $123,549-92.4% | $135,382-93.0% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -10.12% | 153.69%-163.8pp | 119.20%-129.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $974 | $5,152-81.1% | $4,628-79.0% | $4,779-79.6% |
| Participant deferral / active EE | $2,408 | $6,799-64.6% | $6,426-62.5% | $5,609-57.1% |
| Admin fee / account holder | $1,173 | $10,917-89.3% | $9,284-87.4% | $10,829-89.2% |