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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 | $162,308 | $124,346+30.5% | $111,308+45.8% | $167,536-3.1% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 13.71% | 37.45%-23.7pp | 54.67%-41.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $412 | $3,437-88.0% | $2,732-84.9% | $4,839-91.5% |
| Participant deferral / active EE | $6,495 | $5,182+25.3% | $4,487+44.7% | $6,342+2.4% |
| Admin fee / account holder | $4,961 | $10,621-53.3% | $7,965-37.7% | $12,315-59.7% |