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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 | $62,232 | $78,694-20.9% | $67,652-8.0% | $125,393-50.4% |
| Participation rate | 31.3% | 78.8%-47.6pp | 75.7%-44.4pp | 83.2%-51.9pp |
| Annual return | 0.22% | 9.46%-9.2pp | 6625.04%-6624.8pp | 282.23%-282.0pp |
| Employer contribution / active EE | $2,007 | $3,044-34.1% | $2,266-11.4% | $4,866-58.8% |
| Participant deferral / active EE | $2,928 | $4,292-31.8% | $3,560-17.8% | $5,351-45.3% |
| Admin fee / account holder | $4,660 | $7,403-37.1% | $4,821-3.3% | $9,541-51.2% |