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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 | $34,177 | $192,829-82.3% | $142,516-76.0% | $139,466-75.5% |
| Participation rate | 55.6% | 81.4%-25.9pp | 76.8%-21.2pp | 80.3%-24.8pp |
| Annual return | 12.90% | 17.99%-5.1pp | 19.99%-7.1pp | 373.66%-360.8pp |
| Employer contribution / active EE | $89 | $5,808-98.5% | $4,849-98.2% | $4,754-98.1% |
| Participant deferral / active EE | $3,007 | $7,200-58.2% | $6,280-52.1% | $6,712-55.2% |
| Admin fee / account holder | $24,330 | $15,120+60.9% | $10,008+143.1% | $11,409+113.3% |