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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 | $162,115 | $133,981+21.0% | $112,249+44.4% | $134,532+20.5% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | 0.87% | 47.16%-46.3pp | 27.48%-26.6pp | 418.27%-417.4pp |
| Employer contribution / active EE | $6,667 | $4,040+65.0% | $3,636+83.3% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,614 | $7,492+1.6% | $6,412+18.7% | $11,429-33.4% |