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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 | $139,094 | $153,769-9.5% | $133,975+3.8% | $273,972-49.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 6.73% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,174 | $6,029+2.4% | $5,211+18.5% | $4,869+26.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,000 | $11,765-66.0% | $9,324-57.1% | $10,133-60.5% |