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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 | $124,652 | $106,247+17.3% | $96,515+29.2% | $139,466-10.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 18.52% | 38.47%-19.9pp | 35.73%-17.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $13,333 | $4,106+224.7% | $3,740+256.5% | $4,754+180.5% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $15,508 | $7,885+96.7% | $6,735+130.2% | $11,409+35.9% |