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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 | $28,484 | $211,288-86.5% | $178,540-84.0% | $145,884-80.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.54% | 30.27%-19.7pp | 27.15%-16.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3,287 | $4,574-28.1% | $3,953-16.8% | $4,662-29.5% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $125,683 | $12,105+938.2% | $10,424+1105.7% | $13,392+838.5% |