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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 | $456,643 | $92,219+395.2% | $76,767+494.8% | $135,380+237.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | 8.13% | 5.46%+2.7pp | 2.43%+5.7pp | 519.81%-511.7pp |
| Employer contribution / active EE | $18,571 | $3,216+477.5% | $2,485+647.3% | $4,779+288.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $48,428 | $10,749+350.5% | $6,675+625.5% | $10,828+347.2% |