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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.)
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 | $185,311 | $112,935+64.1% | $90,970+103.7% | $158,966+16.6% |
| Participation rate | 12.5% | 74.7%-62.2pp | 69.0%-56.5pp | 82.0%-69.5pp |
| Annual return | -58.93% | 215.79%-274.7pp | 134.58%-193.5pp | 302.95%-361.9pp |
| Employer contribution / active EE | $675 | $2,895-76.7% | $2,122-68.2% | $4,762-85.8% |
| Participant deferral / active EE | $836 | $4,129-79.8% | $3,373-75.2% | $5,983-86.0% |
| Admin fee / account holder | $4,763 | $8,045-40.8% | $5,960-20.1% | $11,250-57.7% |