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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 | $65,891 | $127,387-48.3% | $115,038-42.7% | $125,389-47.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 2.39% | 31.28%-28.9pp | 26.14%-23.8pp | 282.24%-279.9pp |
| Employer contribution / active EE | $2,785 | $5,166-46.1% | $4,608-39.6% | $4,866-42.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $17,054 | $9,516+79.2% | $8,175+108.6% | $9,541+78.7% |