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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 | $57,140+54.7% | $85,240+3.7% | $80,959+9.2% |
| Participation rate | 45.1% | 56.4%-11.3pp | 67.5%-22.4pp | 67.7%-22.6pp |
| Annual return | 14.67% | 21.71%-7.0pp | 66.75%-52.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $8,557 | $1,802+374.9% | $2,735+212.8% | $2,757+210.3% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,062 | $4,992-58.7% | $6,165-66.6% | $6,925-70.2% |