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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 | $9,015 | $82,674-89.1% | $125,363-92.8% | $68,495-86.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -24.59% | -5.97%-18.6pp | 572.15%-596.7pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,319 | $3,382-61.0% | $4,815-72.6% | $2,596-49.2% |
| Participant deferral / active EE | $2,806 | $6,111-54.1% | $7,447-62.3% | $4,028-30.3% |
| Admin fee / account holder | $338 | $6,276-94.6% | $10,005-96.6% | $5,403-93.7% |