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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 | $50,120 | $202,440-75.2% | $169,390-70.4% | $139,466-64.1% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 14.90% | 532.36%-517.5pp | 406.07%-391.2pp | 373.66%-358.8pp |
| Employer contribution / active EE | $1,132 | $4,693-75.9% | $4,013-71.8% | $4,754-76.2% |
| Participant deferral / active EE | $3,977 | $6,940-42.7% | $6,222-36.1% | $6,712-40.8% |
| Admin fee / account holder | $1,239 | $10,722-88.4% | $9,015-86.3% | $11,409-89.1% |