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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.)
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 | $54,591 | $72,177-24.4% | $115,038-52.5% | $59,633-8.5% |
| Participation rate | 47.2% | 72.6%-25.3pp | 81.4%-34.1pp | 68.7%-21.4pp |
| Annual return | 3.41% | 12.02%-8.6pp | 26.14%-22.7pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $754 | $2,841-73.5% | $4,608-83.6% | $2,203-65.8% |
| Participant deferral / active EE | $1,184 | $4,783-75.2% | $6,026-80.4% | $3,192-62.9% |
| Admin fee / account holder | $23,915 | $4,927+385.4% | $8,175+192.5% | $4,297+456.6% |