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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.)
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 | $45,365 | $157,304-71.2% | $141,197-67.9% | $152,909-70.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 13.81% | 64.34%-50.5pp | 71.41%-57.6pp | 345.46%-331.7pp |
| Employer contribution / active EE | $1,667 | $5,263-68.3% | $4,736-64.8% | $4,764-65.0% |
| Participant deferral / active EE | $800 | $7,111-88.7% | $6,710-88.1% | $5,851-86.3% |
| Admin fee / account holder | $1,038 | $12,126-91.4% | $10,265-89.9% | $11,601-91.0% |