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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.
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 | $2,442 | $90,486-97.3% | $78,676-96.9% | $273,972-99.1% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 0.03% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $325 | $3,175-89.8% | $2,850-88.6% | $4,869-93.3% |
| Participant deferral / active EE | $325 | $3,901-91.7% | $3,517-90.8% | $5,287-93.8% |
| Admin fee / account holder | $360 | $5,263-93.2% | $4,510-92.0% | $10,133-96.5% |