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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 | $9,211 | $166,131-94.5% | $164,975-94.4% | $145,877-93.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | -0.15% | 100.37%-100.5pp | 70.12%-70.3pp | 551.28%-551.4pp |
| Employer contribution / active EE | $2,310 | $5,276-56.2% | $4,343-46.8% | $4,663-50.5% |
| Participant deferral / active EE | $2,310 | $6,962-66.8% | $6,033-61.7% | $6,691-65.5% |
| Admin fee / account holder | $7,252 | $16,648-56.4% | $12,688-42.8% | $13,402-45.9% |