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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 | $470,399 | $167,353+181.1% | $143,797+227.1% | $134,545+249.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -27.43% | 0.48%-27.9pp | -0.04%-27.4pp | 418.37%-445.8pp |
| Employer contribution / active EE | $12,681 | $5,620+125.6% | $4,952+156.1% | $4,742+167.4% |
| Participant deferral / active EE | $6,063 | $6,447-6.0% | $5,638+7.5% | $6,401-5.3% |
| Admin fee / account holder | $262,611 | $18,096+1351.2% | $14,679+1689.0% | $11,431+2197.4% |