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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 | $3,159 | $60,128-94.7% | $90,440-96.5% | $79,852-96.0% |
| Participation rate | 55.9% | 65.0%-9.1pp | 72.7%-16.8pp | 69.6%-13.8pp |
| Annual return | -66.59% | 71.95%-138.5pp | 1294.38%-1361.0pp | 31.72%-98.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,151 | $2,939-60.8% | $3,964-71.0% | $3,740-69.2% |
| Admin fee / account holder | $2,344 | $3,977-41.1% | $5,615-58.3% | $5,306-55.8% |