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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 | $1,160,939 | $157,304+638.0% | $141,197+722.2% | $152,909+659.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 11.94% | 64.34%-52.4pp | 71.41%-59.5pp | 345.46%-333.5pp |
| Employer contribution / active EE | $14,254 | $5,263+170.8% | $4,736+200.9% | $4,764+199.2% |
| Participant deferral / active EE | $13,100 | $7,111+84.2% | $6,710+95.2% | $5,851+123.9% |
| Admin fee / account holder | $25,369 | $12,126+109.2% | $10,265+147.1% | $11,601+118.7% |