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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 | $36,290 | $181,896-80.0% | $156,551-76.8% | $273,972-86.8% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 5.58% | 30.74%-25.2pp | 32.23%-26.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,278 | $6,248-47.5% | $5,501-40.4% | $4,869-32.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $987 | $15,560-93.7% | $13,028-92.4% | $10,133-90.3% |