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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,925 | $148,629-67.1% | $135,982-64.0% | $139,487-64.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | -20.28% | 79.33%-99.6pp | 68.32%-88.6pp | 373.84%-394.1pp |
| Employer contribution / active EE | $1,270 | $5,247-75.8% | $4,859-73.9% | $4,755-73.3% |
| Participant deferral / active EE | $1,494 | $8,102-81.6% | $7,760-80.7% | $6,713-77.7% |
| Admin fee / account holder | $982 | $12,406-92.1% | $10,767-90.9% | $11,407-91.4% |