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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 | $154,111 | $160,059-3.7% | $140,019+10.1% | $135,379+13.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 8.87% | 911.44%-902.6pp | 651.15%-642.3pp | 519.79%-510.9pp |
| Employer contribution / active EE | $17,000 | $6,420+164.8% | $5,605+203.3% | $4,779+255.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $36,865 | $13,328+176.6% | $10,705+244.4% | $10,828+240.5% |