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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 | $10,652 | $82,630-87.1% | $64,105-83.4% | $125,389-91.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -3.88% | 1489.72%-1493.6pp | 791.24%-795.1pp | 282.24%-286.1pp |
| Employer contribution / active EE | $561 | $2,671-79.0% | $1,820-69.2% | $4,866-88.5% |
| Participant deferral / active EE | $1,999 | $3,608-44.6% | $2,822-29.1% | $5,352-62.6% |
| Admin fee / account holder | $974 | $6,382-84.7% | $4,499-78.4% | $9,541-89.8% |