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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 | $120,972 | $95,917+26.1% | $79,583+52.0% | $134,545-10.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -9.69% | -2.70%-7.0pp | 0.16%-9.9pp | 418.37%-428.1pp |
| Employer contribution / active EE | $617 | $3,129-80.3% | $2,414-74.5% | $4,742-87.0% |
| Participant deferral / active EE | $2,323 | $4,694-50.5% | $3,986-41.7% | $6,401-63.7% |
| Admin fee / account holder | $175,251 | $9,132+1819.1% | $6,835+2463.9% | $11,431+1433.2% |