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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $5,300,306 | $156,970+3276.6% | $121,210+4272.8% | $139,487+3699.9% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 34.56% | 1477.10%-1442.5pp | 987.41%-952.8pp | 373.84%-339.3pp |
| Employer contribution / active EE | $34,300 | $5,546+518.5% | $4,171+722.4% | $4,755+621.4% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $106,839 | $6,947+1437.9% | $5,647+1791.9% | $11,407+836.6% |