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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 | $150 | $90,607-99.8% | $79,467-99.8% | $135,380-99.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -149.08% | 977.74%-1126.8pp | 718.30%-867.4pp | 519.81%-668.9pp |
| Employer contribution / active EE | $7,250 | $3,068+136.3% | $2,800+158.9% | $4,779+51.7% |
| Participant deferral / active EE | $1,640 | $4,050-59.5% | $3,704-55.7% | $5,609-70.8% |
| Admin fee / account holder | $1,250 | $5,895-78.8% | $5,104-75.5% | $10,828-88.5% |