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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 | $581,872 | $181,896+219.9% | $156,551+271.7% | $273,972+112.4% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 0.50% | 30.74%-30.2pp | 32.23%-31.7pp | 41.46%-41.0pp |
| Employer contribution / active EE | $70,000 | $6,248+1020.3% | $5,501+1172.4% | $4,869+1337.7% |
| Participant deferral / active EE | $48,000 | $5,550+764.9% | $4,871+885.4% | $5,287+807.8% |
| Admin fee / account holder | $27,658 | $15,560+77.7% | $13,028+112.3% | $10,133+173.0% |