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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 | $11,389 | $84,684-86.6% | $73,835-84.6% | $125,388-90.9% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -7.20% | 3123.93%-3131.1pp | 2268.13%-2275.3pp | 282.24%-289.4pp |
| Employer contribution / active EE | $1,109 | $3,123-64.5% | $2,788-60.2% | $4,866-77.2% |
| Participant deferral / active EE | $1,393 | $3,993-65.1% | $3,583-61.1% | $5,352-74.0% |
| Admin fee / account holder | $908 | $5,691-84.0% | $4,880-81.4% | $9,541-90.5% |