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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 | $153,652 | $138,076+11.3% | $123,553+24.4% | $135,380+13.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 2.10% | 153.70%-151.6pp | 119.21%-117.1pp | 519.81%-517.7pp |
| Employer contribution / active EE | $3,244 | $5,152-37.0% | $4,628-29.9% | $4,779-32.1% |
| Participant deferral / active EE | $9,809 | $6,800+44.3% | $6,426+52.7% | $5,609+74.9% |
| Admin fee / account holder | $4,502 | $10,917-58.8% | $9,284-51.5% | $10,828-58.4% |