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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 | $161,634 | $160,070+1.0% | $147,117+9.9% | $145,897+10.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 18.74% | 98.69%-79.9pp | 420.54%-401.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $6,349 | $5,285+20.1% | $4,932+28.7% | $4,663+36.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $157,835 | $15,035+949.8% | $12,993+1114.8% | $13,390+1078.7% |