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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 | $182,236 | $180,462+1.0% | $154,111+18.2% | $135,379+34.6% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -7.33% | 888.17%-895.5pp | 735.18%-742.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $40,476 | $6,036+570.6% | $5,298+664.0% | $4,779+747.0% |
| Participant deferral / active EE | $24,500 | $5,806+322.0% | $5,081+382.2% | $5,609+336.8% |
| Admin fee / account holder | $10,991 | $16,145-31.9% | $13,411-18.0% | $10,828+1.5% |