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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 | $8,855 | $133,981-93.4% | $112,249-92.1% | $134,532-93.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -25.37% | 47.16%-72.5pp | 27.48%-52.9pp | 418.27%-443.6pp |
| Employer contribution / active EE | $1,318 | $4,040-67.4% | $3,636-63.8% | $4,741-72.2% |
| Participant deferral / active EE | $6,316 | $5,292+19.3% | $4,729+33.6% | $6,401-1.3% |
| Admin fee / account holder | $1,136 | $7,492-84.8% | $6,412-82.3% | $11,429-90.1% |