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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 | $32,378 | $57,350-43.5% | $83,850-61.4% | $64,181-49.6% |
| Participation rate | 42.9% | 68.6%-25.7pp | 76.1%-33.3pp | 69.6%-26.7pp |
| Annual return | -5.64% | 11.38%-17.0pp | 850.92%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,142 | $2,545-55.1% | $3,631-68.6% | $2,381-52.0% |
| Participant deferral / active EE | $1,393 | $2,993-53.5% | $4,082-65.9% | $3,470-59.8% |
| Admin fee / account holder | $302 | $4,046-92.5% | $5,478-94.5% | $4,887-93.8% |