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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 | $12,364 | $160,070-92.3% | $147,117-91.6% | $145,897-91.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -24.67% | 98.69%-123.4pp | 420.54%-445.2pp | 552.29%-577.0pp |
| Employer contribution / active EE | $1,058 | $5,285-80.0% | $4,932-78.6% | $4,663-77.3% |
| Participant deferral / active EE | $3,186 | $8,419-62.2% | $8,065-60.5% | $6,689-52.4% |
| Admin fee / account holder | $29,599 | $15,035+96.9% | $12,993+127.8% | $13,390+121.0% |