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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 | $1,447,347 | $152,619+848.3% | $125,195+1056.1% | $152,909+846.5% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | -1.80% | 54.85%-56.6pp | 43.79%-45.6pp | 345.46%-347.3pp |
| Employer contribution / active EE | $36,600 | $4,947+639.8% | $3,866+846.7% | $4,764+668.3% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $811,765 | $13,437+5941.1% | $9,704+8265.2% | $11,601+6897.6% |