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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.
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 | $2,278 | $99,647-97.7% | $86,439-97.4% | $134,509-98.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -100.40% | 6784.13%-6884.5pp | 4395.55%-4495.9pp | 418.13%-518.5pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,119 | $7,246-43.2% | $6,952-40.8% | $6,400-35.7% |
| Admin fee / account holder | $395,082 | $8,373+4618.5% | $6,732+5768.8% | $11,427+3357.6% |