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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 | $1,140 | $124,425-99.1% | $112,040-99.0% | $137,256-99.2% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 10.87% | 24.72%-13.8pp | 24.52%-13.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $21,432 | $3,411+528.3% | $2,954+625.5% | $4,156+415.7% |
| Participant deferral / active EE | $62,000 | $5,718+984.2% | $5,098+1116.2% | $6,407+867.7% |
| Admin fee / account holder | $355,727 | $15,207+2239.3% | $12,098+2840.4% | $12,270+2799.1% |