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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,548 | $69,518-53.2% | $59,887-45.7% | $135,379-76.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | 8.07% | 7.95%+0.1pp | 3.46%+4.6pp | 519.79%-511.7pp |
| Employer contribution / active EE | $2,051 | $3,235-36.6% | $2,722-24.7% | $4,779-57.1% |
| Participant deferral / active EE | $2,051 | $4,204-51.2% | $3,402-39.7% | $5,609-63.4% |
| Admin fee / account holder | $28,767 | $5,734+401.6% | $3,591+701.0% | $10,828+165.7% |