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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 | $22,724 | $111,814-79.7% | $103,374-78.0% | $145,959-84.4% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 14.35% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $386 | $4,214-90.8% | $3,869-90.0% | $4,661-91.7% |
| Participant deferral / active EE | $2,421 | $5,618-56.9% | $5,058-52.1% | $6,689-63.8% |
| Admin fee / account holder | $454 | $9,754-95.3% | $8,394-94.6% | $13,398-96.6% |