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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.)
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 | $73,483 | $168,635-56.4% | $147,617-50.2% | $125,389-41.4% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | -8.83% | 77.65%-86.5pp | 61.98%-70.8pp | 282.24%-291.1pp |
| Employer contribution / active EE | $480 | $6,252-92.3% | $5,564-91.4% | $4,866-90.1% |
| Participant deferral / active EE | $1,914 | $5,507-65.2% | $4,895-60.9% | $5,352-64.2% |
| Admin fee / account holder | $3,972 | $13,580-70.8% | $11,612-65.8% | $9,541-58.4% |