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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 | $225,673+1821.2% | $203,872+2026.6% | $155,188+2693.8% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 9.10% | 95.91%-86.8pp | 85.11%-76.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,012 | $4,099-75.3% | $3,757-73.1% | $4,248-76.2% |
| Participant deferral / active EE | $1,012 | $6,893-85.3% | $6,388-84.2% | $6,531-84.5% |
| Admin fee / account holder | $278,275 | $12,327+2157.4% | $11,730+2272.3% | $14,480+1821.8% |