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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 | $7,071 | $133,981-94.7% | $112,249-93.7% | $134,532-94.7% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -21.55% | 47.16%-68.7pp | 27.48%-49.0pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,036 | $4,040-74.3% | $3,636-71.5% | $4,741-78.1% |
| Participant deferral / active EE | $1,498 | $5,292-71.7% | $4,729-68.3% | $6,401-76.6% |
| Admin fee / account holder | $3,634 | $7,492-51.5% | $6,412-43.3% | $11,429-68.2% |