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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 | $703,891 | $176,120+299.7% | $159,487+341.3% | $167,553+320.1% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | -72.15% | 331.95%-404.1pp | 263.71%-335.9pp | 478.89%-551.0pp |
| Employer contribution / active EE | $11,500 | $5,299+117.0% | $4,831+138.0% | $4,840+137.6% |
| Participant deferral / active EE | $19,500 | $7,752+151.6% | $7,354+165.2% | $6,343+207.4% |
| Admin fee / account holder | $104,346 | $12,561+730.7% | $10,804+865.8% | $12,316+747.2% |