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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 | $25,839 | $45,043-42.6% | $63,005-59.0% | $70,124-63.2% |
| Participation rate | 43.2% | 69.5%-26.3pp | 74.8%-31.6pp | 69.5%-26.4pp |
| Annual return | 22.41% | 18.76%+3.7pp | 87.59%-65.2pp | 73.14%-50.7pp |
| Employer contribution / active EE | $320 | $2,052-84.4% | $2,760-88.4% | $2,342-86.3% |
| Participant deferral / active EE | $773 | $2,466-68.7% | $3,329-76.8% | $3,332-76.8% |
| Admin fee / account holder | $762 | $2,833-73.1% | $3,599-78.8% | $4,645-83.6% |