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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 | $2,188 | $27,639-92.1% | $61,501-96.4% | $68,490-96.8% |
| Participation rate | 38.2% | 39.5%-1.3pp | 52.6%-14.3pp | 67.9%-29.7pp |
| Annual return | -39.11% | -13.19%-25.9pp | 339.04%-378.2pp | -7.85%-31.3pp |
| Employer contribution / active EE | $355 | $696-49.1% | $1,160-69.4% | $2,597-86.3% |
| Participant deferral / active EE | $420 | $1,264-66.7% | $2,125-80.2% | $4,028-89.6% |
| Admin fee / account holder | $325 | $2,012-83.9% | $2,132-84.8% | $5,403-94.0% |