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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 | $17,309 | $101,795-83.0% | $165,100-89.5% | $80,959-78.6% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.7%-67.7pp |
| Annual return | 20.94% | 16.73%+4.2pp | 70.21%-49.3pp | 35.67%-14.7pp |
| Employer contribution / active EE | $5,923 | $2,954+100.5% | $4,348+36.2% | $2,757+114.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,524 | $8,221-69.3% | $12,696-80.1% | $6,925-63.6% |