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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 | $225,686 | $226,105-0.2% | $182,540+23.6% | $152,897+47.6% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 15.05% | 192.58%-177.5pp | 148.58%-133.5pp | 345.43%-330.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,613 | $10,706-75.6% | $8,593-69.6% | $11,599-77.5% |