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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 | $3,910 | $54,357-92.8% | $82,706-95.3% | $68,495-94.3% |
| Participation rate | 63.2% | 63.9%-0.8pp | 72.6%-9.4pp | 67.9%-4.7pp |
| Annual return | -93.37% | -13.67%-79.7pp | 701.76%-795.1pp | -7.84%-85.5pp |
| Employer contribution / active EE | $747 | $2,218-66.4% | $3,007-75.2% | $2,596-71.2% |
| Participant deferral / active EE | $2,350 | $3,246-27.6% | $4,394-46.5% | $4,028-41.7% |
| Admin fee / account holder | $592 | $4,396-86.5% | $5,329-88.9% | $5,403-89.0% |