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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 | $4,158 | $91,911-95.5% | $68,612-93.9% | $135,380-96.9% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -35.04% | -8.22%-26.8pp | -4.63%-30.4pp | 519.81%-554.8pp |
| Employer contribution / active EE | $803 | $3,924-79.5% | $2,625-69.4% | $4,779-83.2% |
| Participant deferral / active EE | $1,541 | $4,315-64.3% | $3,311-53.4% | $5,609-72.5% |
| Admin fee / account holder | $556 | $9,240-94.0% | $5,131-89.2% | $10,828-94.9% |