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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $678,250 | $156,398+333.7% | $147,318+360.4% | $138,895+388.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 8.84% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $29,923 | $4,853+516.5% | $4,593+551.5% | $4,194+613.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $47,041 | $14,976+214.1% | $13,708+243.2% | $12,562+274.5% |