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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 | $112,162 | $51,202+119.1% | $70,548+59.0% | $75,181+49.2% |
| Participation rate | 54.1% | 61.0%-6.9pp | 68.3%-14.3pp | 67.2%-13.1pp |
| Annual return | -10.75% | 30.05%-40.8pp | 32.78%-43.5pp | 160.69%-171.4pp |
| Employer contribution / active EE | $9,324 | $1,827+410.5% | $2,975+213.4% | $2,671+249.2% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,324 | $4,094+127.8% | $6,424+45.2% | $5,650+65.0% |