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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 | $32,335 | $108,685-70.2% | $74,719-56.7% | $152,885-78.9% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 41.70% | 114.09%-72.4pp | 753.05%-711.3pp | 345.39%-303.7pp |
| Employer contribution / active EE | $1,300 | $1,504-13.6% | $1,084+19.9% | $4,763-72.7% |
| Participant deferral / active EE | $1,625 | $2,712-40.1% | $1,963-17.2% | $5,851-72.2% |
| Admin fee / account holder | $675 | $4,905-86.3% | $3,334-79.8% | $11,598-94.2% |