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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 | $248,263 | $167,504+48.2% | $151,628+63.7% | $134,509+84.6% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -18.65% | 7.81%-26.5pp | 3.34%-22.0pp | 418.13%-436.8pp |
| Employer contribution / active EE | $26,538 | $6,828+288.7% | $6,165+330.5% | $4,741+459.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $543 | $13,779-96.1% | $11,613-95.3% | $11,427-95.2% |