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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 | $220,215 | $166,268+32.4% | $165,100+33.4% | $145,897+50.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 49.14% | 100.52%-51.4pp | 70.21%-21.1pp | 552.29%-503.1pp |
| Employer contribution / active EE | $2,360 | $5,284-55.3% | $4,348-45.7% | $4,663-49.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $37,635 | $16,659+125.9% | $12,696+196.4% | $13,390+181.1% |