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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 | $77 | $70,366-99.9% | $66,674-99.9% | $138,895-99.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 7.95% | 386.41%-378.5pp | 321.24%-313.3pp | 145.39%-137.4pp |
| Employer contribution / active EE | $753 | $2,765-72.8% | $2,620-71.2% | $4,194-82.0% |
| Participant deferral / active EE | $1,566 | $4,374-64.2% | $4,084-61.7% | $6,396-75.5% |
| Admin fee / account holder | $29,392 | $5,262+458.5% | $5,098+476.5% | $12,562+134.0% |