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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 | $128,537 | $157,304-18.3% | $141,197-9.0% | $152,909-15.9% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,027 | $5,263-80.5% | $4,736-78.3% | $4,764-78.4% |
| Participant deferral / active EE | $10,280 | $7,111+44.6% | $6,710+53.2% | $5,851+75.7% |
| Admin fee / account holder | $19,041 | $12,126+57.0% | $10,265+85.5% | $11,601+64.1% |