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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 | $134,044 | $148,582-9.8% | $135,942-1.4% | $139,456-3.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 14.36% | 79.26%-64.9pp | 68.28%-53.9pp | 373.45%-359.1pp |
| Employer contribution / active EE | $5,090 | $5,245-3.0% | $4,858+4.8% | $4,753+7.1% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,783 | $12,402-53.4% | $10,764-46.3% | $11,407-49.3% |