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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 | $12,384 | $82,630-85.0% | $64,105-80.7% | $125,389-90.1% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | -80.61% | 1489.72%-1570.3pp | 791.24%-871.9pp | 282.24%-362.9pp |
| Employer contribution / active EE | $2,027 | $2,671-24.1% | $1,820+11.4% | $4,866-58.3% |
| Participant deferral / active EE | $4,733 | $3,608+31.2% | $2,822+67.7% | $5,352-11.6% |
| Admin fee / account holder | $1,963 | $6,382-69.2% | $4,499-56.4% | $9,541-79.4% |