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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 | $59,489 | $104,937-43.3% | $84,628-29.7% | $152,897-61.1% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 22.37% | 373.88%-351.5pp | 258.80%-236.4pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,919 | $3,303-41.9% | $2,653-27.7% | $4,764-59.7% |
| Participant deferral / active EE | $11,505 | $4,690+145.3% | $3,900+195.0% | $5,851+96.6% |
| Admin fee / account holder | $91,356 | $6,243+1363.2% | $4,914+1759.2% | $11,599+687.6% |