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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 | $208,088+1983.5% | $186,193+2228.5% | $154,746+2701.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 9.10% | 89.97%-80.9pp | 78.03%-68.9pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,012 | $4,340-76.7% | $3,918-74.2% | $4,379-76.9% |
| Participant deferral / active EE | $1,012 | $7,078-85.7% | $6,513-84.5% | $6,730-85.0% |
| Admin fee / account holder | $278,275 | $11,698+2278.8% | $11,058+2416.5% | $14,365+1837.1% |