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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 | $35,568 | $100,938-64.8% | $90,461-60.7% | $158,982-77.6% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 4.96% | 1727.20%-1722.2pp | 1294.76%-1289.8pp | 302.99%-298.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,413 | $4,350-67.5% | $3,964-64.3% | $5,983-76.4% |
| Admin fee / account holder | $3,066 | $6,510-52.9% | $5,617-45.4% | $11,252-72.7% |