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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 | $158,614 | $86,298+83.8% | $111,308+42.5% | $85,847+84.8% |
| Participation rate | 65.4% | 73.3%-8.0pp | 77.3%-11.9pp | 69.3%-3.9pp |
| Annual return | 15.91% | 19.99%-4.1pp | 54.67%-38.8pp | 318.61%-302.7pp |
| Employer contribution / active EE | $17,385 | $2,044+750.7% | $2,732+536.4% | $2,565+577.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,508 | $8,189+16.1% | $7,965+19.4% | $6,261+51.9% |