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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 | $142,180 | $138,076+3.0% | $123,553+15.1% | $135,380+5.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -0.55% | 153.70%-154.3pp | 119.21%-119.8pp | 519.81%-520.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,815 | $6,800+14.9% | $6,426+21.6% | $5,609+39.3% |
| Admin fee / account holder | $52,593 | $10,917+381.8% | $9,284+466.5% | $10,828+385.7% |