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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,649 | $176,120-96.2% | $159,487-95.8% | $167,553-96.0% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.16% | 331.95%-321.8pp | 263.71%-253.5pp | 478.89%-468.7pp |
| Employer contribution / active EE | $1,837 | $5,299-65.3% | $4,831-62.0% | $4,840-62.0% |
| Participant deferral / active EE | $4,532 | $7,752-41.5% | $7,354-38.4% | $6,343-28.6% |
| Admin fee / account holder | $1,875 | $12,561-85.1% | $10,804-82.6% | $12,316-84.8% |