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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 | $478,727 | $183,988+160.2% | $162,177+195.2% | $152,897+213.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 7.44% | 150.79%-143.3pp | 115.60%-108.2pp | 345.43%-338.0pp |
| Employer contribution / active EE | $5,592 | $6,370-12.2% | $5,613-0.4% | $4,764+17.4% |
| Participant deferral / active EE | $9,201 | $8,032+14.5% | $7,297+26.1% | $5,851+57.2% |
| Admin fee / account holder | $1,022 | $13,123-92.2% | $10,843-90.6% | $11,599-91.2% |