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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $170,958 | $95,193+79.6% | $76,523+123.4% | $135,382+26.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -12.04% | 4.85%-16.9pp | -0.27%-11.8pp | 519.77%-531.8pp |
| Employer contribution / active EE | $5,850 | $3,302+77.2% | $2,647+121.0% | $4,779+22.4% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,322 | $6,249-46.8% | $4,848-31.5% | $10,829-69.3% |