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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 | $5,501 | $82,674-93.3% | $125,363-95.6% | $68,495-92.0% |
| Participation rate | 65.5% | 75.0%-9.5pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -33.27% | -5.97%-27.3pp | 572.15%-605.4pp | -7.84%-25.4pp |
| Employer contribution / active EE | $928 | $3,382-72.5% | $4,815-80.7% | $2,596-64.2% |
| Participant deferral / active EE | $3,854 | $6,111-36.9% | $7,447-48.3% | $4,028-4.3% |
| Admin fee / account holder | $1,413 | $6,276-77.5% | $10,005-85.9% | $5,403-73.9% |