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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 | $98,040 | $81,696+20.0% | $70,494+39.1% | $158,982-38.3% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 6.30% | 208.70%-202.4pp | 109.16%-102.9pp | 302.99%-296.7pp |
| Employer contribution / active EE | $2,892 | $3,220-10.2% | $2,738+5.6% | $4,763-39.3% |
| Participant deferral / active EE | $4,554 | $4,558-0.1% | $3,711+22.7% | $5,983-23.9% |
| Admin fee / account holder | $9,564 | $6,200+54.3% | $3,848+148.6% | $11,252-15.0% |