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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 | $13,176 | $202,342-93.5% | $172,752-92.4% | $152,897-91.4% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 17.85% | 1029.83%-1012.0pp | 802.97%-785.1pp | 345.43%-327.6pp |
| Employer contribution / active EE | $2,210 | $5,858-62.3% | $5,144-57.0% | $4,764-53.6% |
| Participant deferral / active EE | $2,210 | $5,948-62.8% | $5,198-57.5% | $5,851-62.2% |
| Admin fee / account holder | $8,970 | $17,111-47.6% | $13,955-35.7% | $11,599-22.7% |