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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 | $23,244 | $46,877-50.4% | $122,354-81.0% | $70,126-66.9% |
| Participation rate | 32.8% | 58.2%-25.4pp | 71.6%-38.8pp | 69.5%-36.7pp |
| Annual return | 17.07% | 24.22%-7.2pp | 30.28%-13.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,438 | $2,167+12.5% | $3,287-25.8% | $3,332-26.8% |
| Admin fee / account holder | $590 | $3,324-82.2% | $5,479-89.2% | $4,645-87.3% |