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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 | $9,145 | $111,785-91.8% | $93,669-90.2% | $145,877-93.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -5.18% | 203.79%-209.0pp | 133.59%-138.8pp | 551.28%-556.5pp |
| Employer contribution / active EE | $1,422 | $3,096-54.1% | $2,424-41.3% | $4,663-69.5% |
| Participant deferral / active EE | $1,778 | $4,919-63.8% | $4,416-59.7% | $6,691-73.4% |
| Admin fee / account holder | $681 | $10,256-93.4% | $8,291-91.8% | $13,402-94.9% |