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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 | $240 | $159,934-99.8% | $147,005-99.8% | $145,959-99.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | -32.85% | 98.24%-131.1pp | 418.76%-451.6pp | 561.95%-594.8pp |
| Employer contribution / active EE | $2,510 | $5,287-52.5% | $4,934-49.1% | $4,661-46.2% |
| Participant deferral / active EE | $8,714 | $8,427+3.4% | $8,070+8.0% | $6,689+30.3% |
| Admin fee / account holder | $517,641 | $15,053+3338.7% | $13,006+3879.9% | $13,398+3763.6% |