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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 | $126,661-99.1% | $113,397-99.0% | $138,895-99.2% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 10.87% | 25.05%-14.2pp | 23.20%-12.3pp | 145.39%-134.5pp |
| Employer contribution / active EE | $21,432 | $3,456+520.1% | $2,977+619.9% | $4,194+411.0% |
| Participant deferral / active EE | $62,000 | $5,693+989.1% | $5,076+1121.3% | $6,396+869.3% |
| Admin fee / account holder | $355,727 | $14,549+2345.0% | $11,957+2875.1% | $12,562+2731.7% |