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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.)
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 | $458 | $100,004-99.5% | $81,438-99.4% | $145,959-99.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 34.96% | 34.34%+0.6pp | 24.74%+10.2pp | 561.95%-527.0pp |
| Employer contribution / active EE | $386 | $2,970-87.0% | $2,460-84.3% | $4,661-91.7% |
| Participant deferral / active EE | $601 | $4,603-87.0% | $3,883-84.5% | $6,689-91.0% |
| Admin fee / account holder | $61,463 | $8,202+649.4% | $5,764+966.4% | $13,398+358.8% |