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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 | $44,854 | $84,694-47.0% | $73,843-39.3% | $125,392-64.2% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | -2.01% | 3123.66%-3125.7pp | 2267.91%-2269.9pp | 282.23%-284.2pp |
| Employer contribution / active EE | $6,250 | $3,123+100.1% | $2,787+124.2% | $4,866+28.4% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $38,530 | $5,691+577.0% | $4,880+689.5% | $9,541+303.9% |