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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 | $72,248 | $41,377+74.6% | $109,313-33.9% | $62,881+14.9% |
| Participation rate | 62.2% | 57.5%+4.6pp | 71.3%-9.1pp | 69.3%-7.1pp |
| Annual return | 7.11% | 11.05%-3.9pp | 22.07%-15.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,433 | $1,276+90.7% | $3,892-37.5% | $2,281+6.7% |
| Participant deferral / active EE | $3,333 | $2,045+63.0% | $3,166+5.3% | $3,203+4.1% |
| Admin fee / account holder | $1,826 | $2,884-36.7% | $5,666-67.8% | $4,296-57.5% |