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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 | $75,439 | $80,985-6.8% | $96,576-21.9% | $75,181+0.3% |
| Participation rate | 0.0% | 71.8%-71.8pp | 76.0%-76.0pp | 67.2%-67.2pp |
| Annual return | 17.21% | 27.05%-9.8pp | 25.87%-8.7pp | 160.69%-143.5pp |
| Employer contribution / active EE | $6,703 | $2,282+193.7% | $2,965+126.1% | $2,671+151.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,393 | $6,719-4.8% | $8,253-22.5% | $5,650+13.2% |