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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 | $65,607 | $217,427-69.8% | $185,837-64.7% | $167,518-60.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 9.93% | 148.39%-138.5pp | 122.08%-112.1pp | 478.71%-468.8pp |
| Employer contribution / active EE | $3,800 | $5,874-35.3% | $5,168-26.5% | $4,838-21.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,286 | $19,816-88.5% | $16,241-85.9% | $12,312-81.4% |