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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 | $97,133 | $124,330-21.9% | $109,173-11.0% | $167,536-42.0% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 75.17% | 26.04%+49.1pp | 25.75%+49.4pp | 478.82%-403.6pp |
| Employer contribution / active EE | $1,394 | $4,209-66.9% | $3,723-62.6% | $4,839-71.2% |
| Participant deferral / active EE | $1,452 | $5,256-72.4% | $4,654-68.8% | $6,342-77.1% |
| Admin fee / account holder | $27,563 | $7,974+245.7% | $6,755+308.0% | $12,315+123.8% |