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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 | $242,062 | $88,707+172.9% | $74,184+226.3% | $273,972-11.6% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 7.74% | 11.94%-4.2pp | 17.74%-10.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $8,357 | $3,159+164.5% | $2,370+252.6% | $4,869+71.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,361 | $8,717+64.8% | $5,586+157.1% | $10,133+41.7% |