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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 | $6,472 | $72,273-91.0% | $101,275-93.6% | $79,856-91.9% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | -31.56% | 22.30%-53.9pp | 46.48%-78.0pp | 31.71%-63.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $716 | $3,282-78.2% | $4,371-83.6% | $3,741-80.9% |
| Admin fee / account holder | $2,200 | $4,401-50.0% | $5,948-63.0% | $5,306-58.6% |