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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 | $3,927 | $93,124-95.8% | $77,100-94.9% | $134,545-97.1% |
| Participation rate | 63.6% | 74.5%-10.9pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -25.57% | 62.68%-88.2pp | 42.35%-67.9pp | 418.37%-443.9pp |
| Employer contribution / active EE | $992 | $3,421-71.0% | $2,815-64.8% | $4,742-79.1% |
| Participant deferral / active EE | $2,018 | $5,242-61.5% | $4,430-54.5% | $6,401-68.5% |
| Admin fee / account holder | $1,789 | $6,970-74.3% | $5,443-67.1% | $11,431-84.3% |