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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 | $39,390 | $108,882-63.8% | $96,754-59.3% | $154,746-74.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 10.44% | 98.39%-87.9pp | 82.04%-71.6pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,100 | $5,323-79.3% | $4,758-76.9% | $6,730-83.7% |
| Admin fee / account holder | $1,012 | $10,200-90.1% | $8,905-88.6% | $14,365-93.0% |