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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 | $8,173 | $87,544-90.7% | $75,784-89.2% | $125,388-93.5% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -1.53% | 13.49%-15.0pp | 9.68%-11.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,304 | $4,229-45.5% | $3,652-36.9% | $5,352-56.9% |
| Admin fee / account holder | $72,653 | $6,502+1017.3% | $5,300+1270.9% | $9,541+661.5% |