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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.)
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 | $77,476 | $84,685-8.5% | $73,836+4.9% | $125,389-38.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -7.31% | 3123.80%-3131.1pp | 2268.06%-2275.4pp | 282.24%-289.6pp |
| Employer contribution / active EE | $6,667 | $3,123+113.5% | $2,787+139.2% | $4,866+37.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $692 | $5,694-87.8% | $4,882-85.8% | $9,541-92.7% |