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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 | $169,750 | $95,188+78.3% | $76,518+121.8% | $135,380+25.4% |
| Participation rate | 14.3% | 74.4%-60.1pp | 68.0%-53.7pp | 82.6%-68.4pp |
| Annual return | -2.69% | 4.85%-7.5pp | -0.27%-2.4pp | 519.81%-522.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,514 | $4,640-45.8% | $3,836-34.5% | $5,609-55.2% |
| Admin fee / account holder | $36,610 | $6,249+485.8% | $4,849+655.1% | $10,828+238.1% |