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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 | $8,639 | $103,008-91.6% | $90,304-90.4% | $152,897-94.4% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.5%-38.0pp |
| Annual return | -4.71% | 95.22%-99.9pp | 78.13%-82.8pp | 345.43%-350.1pp |
| Employer contribution / active EE | $641 | $3,139-79.6% | $2,855-77.5% | $4,764-86.5% |
| Participant deferral / active EE | $3,648 | $4,281-14.8% | $3,885-6.1% | $5,851-37.7% |
| Admin fee / account holder | $34,513 | $6,175+458.9% | $5,354+544.6% | $11,599+197.5% |