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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 | $64,198 | $118,488-45.8% | $98,462-34.8% | $139,487-54.0% |
| Participation rate | 62.5% | 77.5%-15.0pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 10.35% | 18.96%-8.6pp | 21.17%-10.8pp | 373.84%-363.5pp |
| Employer contribution / active EE | $2,069 | $3,611-42.7% | $3,049-32.2% | $4,755-56.5% |
| Participant deferral / active EE | $3,261 | $5,393-39.5% | $4,738-31.2% | $6,713-51.4% |
| Admin fee / account holder | $27,734 | $13,868+100.0% | $8,875+212.5% | $11,407+143.1% |