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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 | $41,296 | $77,460-46.7% | $100,378-58.9% | $80,925-49.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 67.7%-67.7pp |
| Annual return | 19.24% | 37.24%-18.0pp | 49.41%-30.2pp | 35.65%-16.4pp |
| Employer contribution / active EE | $5,087 | $2,801+81.6% | $3,942+29.0% | $2,756+84.6% |
| Participant deferral / active EE | $8,970 | $6,818+31.6% | $8,087+10.9% | $4,299+108.7% |
| Admin fee / account holder | $29,832 | $5,887+406.8% | $7,899+277.7% | $6,940+329.8% |