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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 | $88,378 | $57,061+54.9% | $85,063+3.9% | $80,911+9.2% |
| Participation rate | 45.1% | 56.3%-11.2pp | 67.5%-22.4pp | 67.6%-22.5pp |
| Annual return | 14.67% | 21.66%-7.0pp | 66.54%-51.9pp | 35.63%-21.0pp |
| Employer contribution / active EE | $8,557 | $1,799+375.7% | $2,727+213.8% | $2,756+210.5% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,062 | $4,986-58.7% | $6,155-66.5% | $6,935-70.3% |