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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,335,590 | $289,211+1399.1% | $260,467+1564.5% | $198,609+2083.0% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 9.10% | 112.90%-103.8pp | 100.60%-91.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $1,012 | $4,663-78.3% | $4,239-76.1% | $5,055-80.0% |
| Participant deferral / active EE | $1,012 | $6,812-85.1% | $6,319-84.0% | $6,977-85.5% |
| Admin fee / account holder | $278,275 | $16,236+1613.9% | $15,461+1699.9% | $19,030+1362.3% |