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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 | $2,401 | $49,177-95.1% | $79,476-97.0% | $64,181-96.3% |
| Participation rate | 53.6% | 65.0%-11.5pp | 73.3%-19.8pp | 69.6%-16.0pp |
| Annual return | -85.78% | -1.16%-84.6pp | 718.21%-804.0pp | 7.63%-93.4pp |
| Employer contribution / active EE | $653 | $2,076-68.6% | $2,800-76.7% | $2,381-72.6% |
| Participant deferral / active EE | $1,059 | $2,821-62.5% | $3,704-71.4% | $3,470-69.5% |
| Admin fee / account holder | $474 | $3,839-87.6% | $5,113-90.7% | $4,887-90.3% |