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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.
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 | $39,390 | $97,125-59.4% | $86,233-54.3% | $137,256-71.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 10.44% | 74.19%-63.7pp | 61.39%-50.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,100 | $5,180-78.8% | $4,559-75.9% | $6,407-82.8% |
| Admin fee / account holder | $1,012 | $9,725-89.6% | $8,342-87.9% | $12,270-91.8% |