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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 | $12,151 | $57,352-78.8% | $83,831-85.5% | $64,173-81.1% |
| Participation rate | 46.7% | 68.6%-21.9pp | 76.1%-29.5pp | 69.6%-22.9pp |
| Annual return | -78.56% | 11.38%-89.9pp | 850.99%-929.6pp | 7.63%-86.2pp |
| Employer contribution / active EE | $1,996 | $2,546-21.6% | $3,631-45.0% | $2,381-16.2% |
| Participant deferral / active EE | $4,132 | $2,993+38.0% | $4,082+1.2% | $3,470+19.1% |
| Admin fee / account holder | $400 | $4,046-90.1% | $5,479-92.7% | $4,887-91.8% |