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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 | $428,288 | $93,346+358.8% | $71,796+496.5% | $273,972+56.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 0.10% | 130.39%-130.3pp | 78.04%-77.9pp | 41.46%-41.4pp |
| Employer contribution / active EE | $5,650 | $2,733+106.7% | $1,924+193.6% | $4,869+16.0% |
| Participant deferral / active EE | $12,000 | $3,475+245.3% | $2,794+329.4% | $5,287+127.0% |
| Admin fee / account holder | $177,254 | $6,571+2597.7% | $4,815+3581.3% | $10,133+1649.3% |