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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.)
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 | $130,225 | $135,956-4.2% | $123,894+5.1% | $273,972-52.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -0.25% | 56.63%-56.9pp | 47.52%-47.8pp | 41.46%-41.7pp |
| Employer contribution / active EE | $608 | $5,170-88.2% | $4,617-86.8% | $4,869-87.5% |
| Participant deferral / active EE | $5,245 | $6,343-17.3% | $5,984-12.3% | $5,287-0.8% |
| Admin fee / account holder | $177,296 | $9,817+1705.9% | $8,357+2021.5% | $10,133+1649.8% |