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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 | $19,295 | $85,171-77.3% | $172,753-88.8% | $72,976-73.6% |
| Participation rate | 38.4% | 70.1%-31.7pp | 82.6%-44.3pp | 69.5%-31.1pp |
| Annual return | 22.29% | 27.32%-5.0pp | 803.00%-780.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,766 | $3,324-46.9% | $5,144-65.7% | $2,440-27.6% |
| Participant deferral / active EE | $1,946 | $3,260-40.3% | $5,198-62.6% | $3,608-46.0% |
| Admin fee / account holder | $2,629 | $5,880-55.3% | $13,956-81.2% | $5,124-48.7% |