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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 | $5,338 | $225,673-97.6% | $203,872-97.4% | $155,188-96.6% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | -1.67% | 95.91%-97.6pp | 85.11%-86.8pp | 148.84%-150.5pp |
| Employer contribution / active EE | $1,672 | $4,099-59.2% | $3,757-55.5% | $4,248-60.7% |
| Participant deferral / active EE | $2,726 | $6,893-60.5% | $6,388-57.3% | $6,531-58.3% |
| Admin fee / account holder | $491 | $12,327-96.0% | $11,730-95.8% | $14,480-96.6% |