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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,552 | $208,088-92.5% | $186,193-91.6% | $154,746-89.9% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | -88.51% | 89.97%-178.5pp | 78.03%-166.5pp | 172.34%-260.8pp |
| Employer contribution / active EE | $1,093 | $4,340-74.8% | $3,918-72.1% | $4,379-75.0% |
| Participant deferral / active EE | $2,029 | $7,078-71.3% | $6,513-68.8% | $6,730-69.9% |
| Admin fee / account holder | $1,775 | $11,698-84.8% | $11,058-84.0% | $14,365-87.6% |