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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,062 | $175,231-96.0% | $149,696-95.3% | $139,466-94.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 6.28% | 166.77%-160.5pp | 134.46%-128.2pp | 373.66%-367.4pp |
| Employer contribution / active EE | $1,721 | $5,478-68.6% | $4,821-64.3% | $4,754-63.8% |
| Participant deferral / active EE | $2,718 | $6,521-58.3% | $5,682-52.2% | $6,712-59.5% |
| Admin fee / account holder | $2,494 | $16,155-84.6% | $13,212-81.1% | $11,409-78.1% |