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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 | $45,909 | $99,652-53.9% | $78,778-41.7% | $147,585-68.9% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 18.04% | 47.28%-29.2pp | 35.62%-17.6pp | 578.57%-560.5pp |
| Employer contribution / active EE | $1,868 | $2,796-33.2% | $1,986-5.9% | $4,876-61.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,975 | $7,155-2.5% | $5,134+35.9% | $10,885-35.9% |