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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.)
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 | $2,062,961 | $123,793+1566.5% | $177,827+1060.1% | $79,858+2483.3% |
| Participation rate | 0.0% | 84.7%-84.7pp | 87.7%-87.7pp | 69.6%-69.6pp |
| Annual return | 10.18% | 22.82%-12.6pp | 48.32%-38.1pp | 31.72%-21.5pp |
| Employer contribution / active EE | $3,119 | $4,095-23.8% | $5,918-47.3% | $2,471+26.2% |
| Participant deferral / active EE | $2,519 | $5,956-57.7% | $7,713-67.3% | $3,740-32.7% |
| Admin fee / account holder | $14,167 | $7,243+95.6% | $12,429+14.0% | $5,306+167.0% |