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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 | $205,160 | $135,956+50.9% | $123,894+65.6% | $273,972-25.1% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 7.45% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $28,091 | $5,170+443.4% | $4,617+508.4% | $4,869+477.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,210 | $9,817-36.7% | $8,357-25.7% | $10,133-38.7% |