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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 | $202,460-75.2% | $169,385-70.4% | $139,456-64.1% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 14.90% | 532.07%-517.2pp | 405.82%-390.9pp | 373.45%-358.5pp |
| Employer contribution / active EE | $1,132 | $4,691-75.9% | $4,012-71.8% | $4,753-76.2% |
| Participant deferral / active EE | $3,977 | $6,938-42.7% | $6,221-36.1% | $6,711-40.7% |
| Admin fee / account holder | $1,239 | $10,719-88.4% | $9,011-86.3% | $11,407-89.1% |