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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 | $43,377 | $168,636-74.3% | $147,618-70.6% | $125,388-65.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 0.12% | 77.65%-77.5pp | 61.98%-61.9pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,436 | $6,252-77.0% | $5,565-74.2% | $4,866-70.5% |
| Participant deferral / active EE | $2,414 | $5,507-56.2% | $4,895-50.7% | $5,352-54.9% |
| Admin fee / account holder | $1,556 | $13,580-88.5% | $11,612-86.6% | $9,541-83.7% |