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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 | $52,626 | $76,551-31.3% | $123,894-57.5% | $62,881-16.3% |
| Participation rate | 53.1% | 73.0%-19.9pp | 81.4%-28.3pp | 69.3%-16.2pp |
| Annual return | 7.76% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $937 | $2,882-67.5% | $4,617-79.7% | $2,281-58.9% |
| Participant deferral / active EE | $1,484 | $4,840-69.3% | $5,984-75.2% | $3,203-53.7% |
| Admin fee / account holder | $2,185 | $4,826-54.7% | $8,357-73.9% | $4,296-49.1% |