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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 | $4,649 | $54,370-91.4% | $82,763-94.4% | $68,490-93.2% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -22.22% | -13.67%-8.5pp | 702.45%-724.7pp | -7.85%-14.4pp |
| Employer contribution / active EE | $905 | $2,219-59.2% | $3,008-69.9% | $2,597-65.1% |
| Participant deferral / active EE | $1,808 | $3,247-44.3% | $4,395-58.9% | $4,028-55.1% |
| Admin fee / account holder | $1,271 | $4,398-71.1% | $5,325-76.1% | $5,403-76.5% |