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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $57,637 | $111,814-48.5% | $103,374-44.2% | $145,959-60.5% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 12.42% | 24.77%-12.4pp | 24.89%-12.5pp | 561.95%-549.5pp |
| Employer contribution / active EE | $795 | $4,214-81.1% | $3,869-79.5% | $4,661-82.9% |
| Participant deferral / active EE | $2,464 | $5,618-56.1% | $5,058-51.3% | $6,689-63.2% |
| Admin fee / account holder | $1,476 | $9,754-84.9% | $8,394-82.4% | $13,398-89.0% |