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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 | $209,395 | $135,645+54.4% | $110,243+89.9% | $135,379+54.7% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -6.74% | 513.24%-520.0pp | 314.76%-321.5pp | 519.79%-526.5pp |
| Employer contribution / active EE | $24,917 | $4,907+407.8% | $3,827+551.1% | $4,779+421.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,900 | $11,458-22.3% | $8,548+4.1% | $10,828-17.8% |