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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 | $7,393 | $108,911-93.2% | $100,392-92.6% | $145,884-94.9% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 4.29% | 58.23%-53.9pp | 49.45%-45.2pp | 551.85%-547.6pp |
| Employer contribution / active EE | $1,600 | $4,420-63.8% | $3,941-59.4% | $4,662-65.7% |
| Participant deferral / active EE | $3,200 | $8,459-62.2% | $8,090-60.4% | $6,690-52.2% |
| Admin fee / account holder | $132,619 | $9,698+1267.4% | $7,904+1577.9% | $13,392+890.3% |