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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 | $202,430+291.1% | $169,369+367.5% | $139,427+467.8% |
| Participation rate | 69.2% | 81.1%-11.8pp | 77.2%-7.9pp | 80.3%-11.1pp |
| Annual return | 15.98% | 531.86%-515.9pp | 405.70%-389.7pp | 373.27%-357.3pp |
| Employer contribution / active EE | $12,551 | $4,690+167.6% | $4,011+212.9% | $4,752+164.1% |
| Participant deferral / active EE | $399 | $6,938-94.2% | $6,221-93.6% | $6,711-94.0% |
| Admin fee / account holder | $45,133 | $10,716+321.2% | $9,009+401.0% | $11,404+295.8% |