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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 | $246,766 | $160,040+54.2% | $147,096+67.8% | $145,877+69.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 18.76% | 98.49%-79.7pp | 419.75%-401.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $9,637 | $5,289+82.2% | $4,936+95.2% | $4,663+106.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $241,346 | $15,050+1503.6% | $13,005+1755.8% | $13,402+1700.8% |