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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 | $116,211 | $180,466-35.6% | $154,114-24.6% | $135,382-14.2% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | -5.03% | 888.15%-893.2pp | 735.16%-740.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $400 | $6,035-93.4% | $5,298-92.5% | $4,779-91.6% |
| Participant deferral / active EE | $2,981 | $5,806-48.7% | $5,081-41.3% | $5,609-46.8% |
| Admin fee / account holder | $17,032 | $16,144+5.5% | $13,411+27.0% | $10,829+57.3% |