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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 | $11,859 | $55,449-78.6% | $83,830-85.9% | $56,287-78.9% |
| Participation rate | 34.1% | 68.0%-33.9pp | 76.1%-42.0pp | 69.9%-35.7pp |
| Annual return | -14.06% | -1.38%-12.7pp | 850.97%-865.0pp | -9.96%-4.1pp |
| Employer contribution / active EE | $629 | $2,430-74.1% | $3,631-82.7% | $2,111-70.2% |
| Participant deferral / active EE | $1,915 | $2,935-34.8% | $4,082-53.1% | $3,350-42.8% |
| Admin fee / account holder | $1,529 | $656+133.0% | $5,479-72.1% | $521+193.5% |