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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 | $69,664 | $111,878-37.7% | $93,727-25.7% | $145,897-52.3% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 8.31% | 204.28%-196.0pp | 133.83%-125.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $3,329 | $3,092+7.6% | $2,421+37.5% | $4,663-28.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,153 | $10,256-20.5% | $8,292-1.7% | $13,390-39.1% |