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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.)
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 | $254,725 | $95,979+165.4% | $74,551+241.7% | $135,380+88.2% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.41% | 56.97%-63.4pp | 32.53%-38.9pp | 519.81%-526.2pp |
| Employer contribution / active EE | $6,474 | $2,716+138.3% | $1,961+230.1% | $4,779+35.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,012 | $6,522-38.5% | $5,059-20.7% | $10,828-62.9% |