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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 | $791,736 | $202,463+291.1% | $169,397+367.4% | $139,487+467.6% |
| Participation rate | 69.2% | 81.1%-11.9pp | 77.2%-7.9pp | 80.3%-11.1pp |
| Annual return | 15.98% | 532.64%-516.7pp | 406.23%-390.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $12,551 | $4,694+167.4% | $4,013+212.7% | $4,755+164.0% |
| Participant deferral / active EE | $399 | $6,941-94.2% | $6,223-93.6% | $6,713-94.1% |
| Admin fee / account holder | $45,133 | $10,726+320.8% | $9,017+400.5% | $11,407+295.6% |