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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 | $197,467 | $157,304+25.5% | $141,197+39.9% | $152,909+29.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.24% | 64.34%-44.1pp | 71.41%-51.2pp | 345.46%-325.2pp |
| Employer contribution / active EE | $6,159 | $5,263+17.0% | $4,736+30.0% | $4,764+29.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,205 | $12,126-32.3% | $10,265-20.1% | $11,601-29.3% |