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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 | $527 | $111,535-99.5% | $105,223-99.5% | $137,256-99.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | -109.04% | 237.85%-346.9pp | 180.65%-289.7pp | 220.34%-329.4pp |
| Employer contribution / active EE | $2,728 | $3,939-30.8% | $3,689-26.1% | $4,156-34.4% |
| Participant deferral / active EE | $3,289 | $5,500-40.2% | $5,072-35.1% | $6,407-48.7% |
| Admin fee / account holder | $5,853 | $9,721-39.8% | $8,859-33.9% | $12,270-52.3% |