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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 | $99,536 | $138,075-27.9% | $123,552-19.4% | $135,379-26.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.10% | 153.70%-161.8pp | 119.20%-127.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $1,761 | $5,152-65.8% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $4,073 | $6,800-40.1% | $6,426-36.6% | $5,609-27.4% |
| Admin fee / account holder | $614 | $10,917-94.4% | $9,285-93.4% | $10,828-94.3% |