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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 | $11,885 | $82,630-85.6% | $64,105-81.5% | $125,389-90.5% |
| Participation rate | 53.8% | 75.9%-22.0pp | 68.2%-14.3pp | 83.2%-29.3pp |
| Annual return | -4.88% | 1489.72%-1494.6pp | 791.24%-796.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $961 | $2,671-64.0% | $1,820-47.2% | $4,866-80.2% |
| Participant deferral / active EE | $2,126 | $3,608-41.1% | $2,822-24.7% | $5,352-60.3% |
| Admin fee / account holder | $3,926 | $6,382-38.5% | $4,499-12.7% | $9,541-58.9% |