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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 | $331,870 | $148,582+123.4% | $135,942+144.1% | $139,456+138.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 3.57% | 79.26%-75.7pp | 68.28%-64.7pp | 373.45%-369.9pp |
| Employer contribution / active EE | $12,848 | $5,245+145.0% | $4,858+164.5% | $4,753+170.3% |
| Participant deferral / active EE | $15,804 | $8,101+95.1% | $7,759+103.7% | $6,711+135.5% |
| Admin fee / account holder | $134,489 | $12,402+984.4% | $10,764+1149.4% | $11,407+1079.0% |