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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 | $111 | $148,623-99.9% | $135,974-99.9% | $139,466-99.9% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 4.79% | 79.30%-74.5pp | 68.30%-63.5pp | 373.66%-368.9pp |
| Employer contribution / active EE | $2,513 | $5,246-52.1% | $4,859-48.3% | $4,754-47.1% |
| Participant deferral / active EE | $21,067 | $8,103+160.0% | $7,760+171.5% | $6,712+213.9% |
| Admin fee / account holder | $47,259 | $12,406+280.9% | $10,767+338.9% | $11,409+314.2% |