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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 | $101,737 | $105,866-3.9% | $90,766+12.1% | $134,545-24.4% |
| Participation rate | 41.7% | 78.3%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | 30.92% | -10.99%+41.9pp | -12.16%+43.1pp | 418.37%-387.4pp |
| Employer contribution / active EE | $1,187 | $3,464-65.7% | $2,922-59.4% | $4,742-75.0% |
| Participant deferral / active EE | $2,259 | $5,217-56.7% | $4,565-50.5% | $6,401-64.7% |
| Admin fee / account holder | $1,938 | $13,938-86.1% | $8,446-77.1% | $11,431-83.0% |