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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 | $14,046 | $95,979-85.4% | $74,551-81.2% | $135,380-89.6% |
| Participation rate | 65.0% | 75.7%-10.7pp | 69.1%-4.1pp | 82.6%-17.6pp |
| Annual return | -19.33% | 56.97%-76.3pp | 32.53%-51.9pp | 519.81%-539.1pp |
| Employer contribution / active EE | $1,566 | $2,716-42.3% | $1,961-20.1% | $4,779-67.2% |
| Participant deferral / active EE | $1,870 | $3,844-51.3% | $3,108-39.8% | $5,609-66.7% |
| Admin fee / account holder | $823 | $6,522-87.4% | $5,059-83.7% | $10,828-92.4% |