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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 | $23,104 | $100,938-77.1% | $90,461-74.5% | $158,982-85.5% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 9.23% | 1727.20%-1718.0pp | 1294.76%-1285.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,275 | $3,691-65.5% | $3,264-60.9% | $4,763-73.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,097 | $6,510-83.1% | $5,617-80.5% | $11,252-90.2% |