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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 | $2,968 | $111,814-97.3% | $103,378-97.1% | $145,978-98.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | -91.90% | 24.80%-116.7pp | 24.91%-116.8pp | 550.52%-642.4pp |
| Employer contribution / active EE | $1,468 | $4,215-65.2% | $3,870-62.1% | $4,662-68.5% |
| Participant deferral / active EE | $2,939 | $5,618-47.7% | $5,058-41.9% | $6,690-56.1% |
| Admin fee / account holder | $2,285 | $9,764-76.6% | $8,401-72.8% | $13,400-83.0% |