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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $148,524 | $112,131+32.5% | $95,964+54.8% | $158,982-6.6% |
| Participation rate | 64.7% | 79.0%-14.3pp | 77.1%-12.4pp | 82.0%-17.3pp |
| Annual return | 14.20% | 171.19%-157.0pp | 91.64%-77.4pp | 302.99%-288.8pp |
| Employer contribution / active EE | $491 | $3,199-84.6% | $2,541-80.7% | $4,763-89.7% |
| Participant deferral / active EE | $6,259 | $4,784+30.8% | $4,167+50.2% | $5,983+4.6% |
| Admin fee / account holder | $1,702 | $10,136-83.2% | $6,797-75.0% | $11,252-84.9% |