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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 | $175,923 | $171,867+2.4% | $149,721+17.5% | $147,586+19.2% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 11.18% | 2113.36%-2102.2pp | 1501.67%-1490.5pp | 578.59%-567.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,456 | $7,270+16.3% | $6,568+28.7% | $5,439+55.5% |
| Admin fee / account holder | $27,260 | $13,799+97.5% | $11,282+141.6% | $10,886+150.4% |