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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 | $24,982 | $101,342-75.3% | - | $158,966-84.3% |
| Participation rate | 60.0% | 71.5%-11.5pp | - | 82.0%-22.0pp |
| Annual return | 10.29% | 35.92%-25.6pp | - | 302.95%-292.7pp |
| Employer contribution / active EE | $5,536 | $3,741+48.0% | - | $4,762+16.2% |
| Participant deferral / active EE | $10,904 | $4,815+126.5% | - | $5,983+82.2% |
| Admin fee / account holder | $20,047 | $2,869+598.8% | - | $11,250+78.2% |