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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 | $125,986 | $127,387-1.1% | $115,038+9.5% | $125,389+0.5% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | 3.12% | 31.28%-28.2pp | 26.14%-23.0pp | 282.24%-279.1pp |
| Employer contribution / active EE | $7,377 | $5,166+42.8% | $4,608+60.1% | $4,866+51.6% |
| Participant deferral / active EE | $2,711 | $6,423-57.8% | $6,026-55.0% | $5,352-49.3% |
| Admin fee / account holder | $402,257 | $9,516+4127.0% | $8,175+4820.4% | $9,541+4116.2% |