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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,436 | $110,240-81.5% | $96,544-78.8% | $139,487-85.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 11.75% | 26.41%-14.7pp | 25.88%-14.1pp | 373.84%-362.1pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,142 | $5,549-79.4% | $4,851-76.5% | $6,713-83.0% |
| Admin fee / account holder | $2,077 | $11,602-82.1% | $8,254-74.8% | $11,407-81.8% |