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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 | $85,603 | $127,387-32.8% | $115,038-25.6% | $125,389-31.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -2.04% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $6,105 | $5,166+18.2% | $4,608+32.5% | $4,866+25.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,158,514 | $9,516+12074.0% | $8,175+14071.0% | $9,541+12042.7% |