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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $57,569 | $138,076-58.3% | $123,553-53.4% | $135,380-57.5% |
| Participation rate | 65.0% | 84.7%-19.7pp | 82.3%-17.3pp | 82.6%-17.6pp |
| Annual return | -8.81% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $720 | $5,152-86.0% | $4,628-84.4% | $4,779-84.9% |
| Participant deferral / active EE | $4,960 | $6,800-27.1% | $6,426-22.8% | $5,609-11.6% |
| Admin fee / account holder | $12,348 | $10,917+13.1% | $9,284+33.0% | $10,828+14.0% |