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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 | $97,332 | $138,075-29.5% | $123,552-21.2% | $135,379-28.1% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -8.43% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,792 | $5,152-45.8% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $4,713 | $6,800-30.7% | $6,426-26.6% | $5,609-16.0% |
| Admin fee / account holder | $549 | $10,917-95.0% | $9,285-94.1% | $10,828-94.9% |