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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 | $4,227,038 | $211,288+1900.6% | $178,540+2267.6% | $145,884+2797.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.37% | 30.27%-17.9pp | 27.15%-14.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $890 | $4,574-80.5% | $3,953-77.5% | $4,662-80.9% |
| Participant deferral / active EE | $890 | $6,967-87.2% | $6,281-85.8% | $6,690-86.7% |
| Admin fee / account holder | $153,600 | $12,105+1168.9% | $10,424+1373.5% | $13,392+1047.0% |