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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $235,431 | $131,835+78.6% | $108,582+116.8% | $273,972-14.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 1.34% | -91.57%+92.9pp | -51.70%+53.0pp | 41.46%-40.1pp |
| Employer contribution / active EE | $2,158 | $4,913-56.1% | $3,758-42.6% | $4,869-55.7% |
| Participant deferral / active EE | $12,000 | $5,127+134.0% | $4,311+178.4% | $5,287+127.0% |
| Admin fee / account holder | $1,952 | $10,253-81.0% | $7,645-74.5% | $10,133-80.7% |