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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 | $97,289-99.8% | $92,805-99.8% | $155,188-99.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 0.00% | 29.03%-29.0pp | 31.59%-31.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $700 | $3,632-80.7% | $3,424-79.6% | $4,248-83.5% |
| Participant deferral / active EE | $250 | $8,795-97.2% | $8,448-97.0% | $6,531-96.2% |
| Admin fee / account holder | $775 | $12,015-93.5% | $10,911-92.9% | $14,480-94.6% |