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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 | $6,191 | $104,953-94.1% | $84,637-92.7% | $152,909-96.0% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | -15.22% | 373.94%-389.2pp | 258.82%-274.0pp | 345.46%-360.7pp |
| Employer contribution / active EE | $592 | $3,304-82.1% | $2,653-77.7% | $4,764-87.6% |
| Participant deferral / active EE | $970 | $4,691-79.3% | $3,900-75.1% | $5,851-83.4% |
| Admin fee / account holder | $1,608 | $6,244-74.2% | $4,914-67.3% | $11,601-86.1% |