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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 | $133,067 | $127,387+4.5% | $115,038+15.7% | $125,389+6.1% |
| Participation rate | 41.7% | 84.2%-42.5pp | 81.4%-39.7pp | 83.2%-41.5pp |
| Annual return | -0.52% | 31.28%-31.8pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,295 | $5,166-55.6% | $4,608-50.2% | $4,866-52.8% |
| Participant deferral / active EE | $8,198 | $6,423+27.6% | $6,026+36.0% | $5,352+53.2% |
| Admin fee / account holder | $31,666 | $9,516+232.7% | $8,175+287.3% | $9,541+231.9% |