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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 | $14,904 | $62,672-76.2% | $185,117-91.9% | $70,131-78.7% |
| Participation rate | 64.0% | 63.8%+0.2pp | 77.3%-13.3pp | 69.5%-5.5pp |
| Annual return | 13.27% | 40.79%-27.5pp | 40.50%-27.2pp | 73.14%-59.9pp |
| Employer contribution / active EE | $801 | $1,753-54.3% | $4,182-80.8% | $2,342-65.8% |
| Participant deferral / active EE | $1,517 | $3,272-53.6% | $5,045-69.9% | $3,332-54.5% |
| Admin fee / account holder | $1,092 | $3,932-72.2% | $8,159-86.6% | $4,645-76.5% |