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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 | $24 | $75,541-100.0% | $152,093-100.0% | $82,637-100.0% |
| Participation rate | 4.0% | 66.5%-62.5pp | 77.8%-73.8pp | 68.1%-64.1pp |
| Annual return | -146.59% | 32.56%-179.1pp | 66.36%-212.9pp | 53.51%-200.1pp |
| Employer contribution / active EE | $1,082 | $2,622-58.7% | $4,175-74.1% | $2,552-57.6% |
| Participant deferral / active EE | $2,218 | $3,206-30.8% | $5,451-59.3% | $4,126-46.2% |
| Admin fee / account holder | $11,048 | $6,405+72.5% | $14,497-23.8% | $7,339+50.5% |