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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 | $9,259 | $106,005-91.3% | $92,239-90.0% | $147,585-93.7% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | -10.17% | 50.05%-60.2pp | 176.29%-186.5pp | 578.58%-588.8pp |
| Employer contribution / active EE | $1,471 | $4,333-66.1% | $3,680-60.0% | $4,876-69.8% |
| Participant deferral / active EE | $2,490 | $4,478-44.4% | $3,897-36.1% | $5,439-54.2% |
| Admin fee / account holder | $434 | $6,333-93.1% | $5,194-91.6% | $10,886-96.0% |