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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 | $166,242+32.5% | $165,071+33.4% | $145,884+51.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 49.14% | 100.44%-51.3pp | 70.17%-21.0pp | 551.85%-502.7pp |
| Employer contribution / active EE | $2,360 | $5,283-55.3% | $4,347-45.7% | $4,662-49.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $37,635 | $16,658+125.9% | $12,695+196.5% | $13,392+181.0% |