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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 | $539,087 | $155,555+246.6% | $146,866+267.1% | $155,188+247.4% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.5%-62.5pp | 80.8%-60.8pp |
| Annual return | 7.22% | 115.41%-108.2pp | 102.85%-95.6pp | 148.84%-141.6pp |
| Employer contribution / active EE | $6,303 | $4,647+35.6% | $4,425+42.4% | $4,248+48.4% |
| Participant deferral / active EE | $12,581 | $8,044+56.4% | $7,759+62.1% | $6,531+92.6% |
| Admin fee / account holder | $1,780,849 | $14,755+11969.2% | $13,620+12975.2% | $14,480+12198.9% |