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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 | $213,381 | $209,422+1.9% | $178,503+19.5% | $158,982+34.2% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 11.53% | 188.81%-177.3pp | 151.12%-139.6pp | 302.99%-291.5pp |
| Employer contribution / active EE | $6,400 | $5,707+12.1% | $5,011+27.7% | $4,763+34.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,659 | $17,079+9.2% | $13,987+33.4% | $11,252+65.8% |