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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 | $101,733 | $136,860-25.7% | $120,344-15.5% | $154,746-34.3% |
| Participation rate | 42.9% | 79.9%-37.0pp | 76.7%-33.9pp | 80.7%-37.8pp |
| Annual return | 19.64% | 21.38%-1.7pp | 20.30%-0.7pp | 172.34%-152.7pp |
| Employer contribution / active EE | $931 | $3,533-73.6% | $3,020-69.2% | $4,379-78.7% |
| Participant deferral / active EE | $7,889 | $5,793+36.2% | $5,135+53.6% | $6,730+17.2% |
| Admin fee / account holder | $530 | $15,393-96.6% | $12,742-95.8% | $14,365-96.3% |