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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 | $175 | $102,609-99.8% | $98,090-99.8% | $138,895-99.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 0.00% | 36.44%-36.4pp | 37.05%-37.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $700 | $3,867-81.9% | $3,606-80.6% | $4,194-83.3% |
| Participant deferral / active EE | $250 | $8,167-96.9% | $7,845-96.8% | $6,396-96.1% |
| Admin fee / account holder | $775 | $11,434-93.2% | $11,815-93.4% | $12,562-93.8% |