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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 | $73,776 | $99,652-26.0% | $78,778-6.3% | $147,586-50.0% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 12.69% | 47.28%-34.6pp | 35.62%-22.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,192 | $3,664-67.5% | $2,958-59.7% | $5,439-78.1% |
| Admin fee / account holder | $22,775 | $7,155+218.3% | $5,134+343.6% | $10,886+109.2% |