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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 | $178,118 | $168,636+5.6% | $147,618+20.7% | $125,388+42.1% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -0.31% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $16,667 | $6,252+166.6% | $5,565+199.5% | $4,866+242.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,974 | $13,580-70.7% | $11,612-65.8% | $9,541-58.3% |