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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,836,517 | $154,209+1090.9% | $130,062+1312.0% | $139,487+1216.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 7.56% | 32.52%-25.0pp | -137.37%+144.9pp | 373.84%-366.3pp |
| Employer contribution / active EE | $1,089 | $5,292-79.4% | $4,322-74.8% | $4,755-77.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,535,905 | $13,988+39475.6% | $10,601+52122.6% | $11,407+48429.4% |