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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $139,849 | $84,685+65.1% | $73,836+89.4% | $125,389+11.5% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | 6.42% | 3123.80%-3117.4pp | 2268.06%-2261.6pp | 282.24%-275.8pp |
| Employer contribution / active EE | $5,000 | $3,123+60.1% | $2,787+79.4% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $18,466 | $5,694+224.3% | $4,882+278.3% | $9,541+93.5% |