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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 | $459,938 | $141,004+226.2% | $112,273+309.7% | $139,466+229.8% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | -13.88% | 32.75%-46.6pp | 30.23%-44.1pp | 373.66%-387.5pp |
| Employer contribution / active EE | $60,345 | $4,285+1308.3% | $3,431+1658.7% | $4,754+1169.4% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $36,015 | $9,959+261.6% | $7,752+364.6% | $11,409+215.7% |