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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 | $814,684 | $135,956+499.2% | $123,894+557.6% | $273,972+197.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.25% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $18,468 | $5,170+257.2% | $4,617+300.0% | $4,869+279.3% |
| Participant deferral / active EE | $23,700 | $6,343+273.7% | $5,984+296.0% | $5,287+348.3% |
| Admin fee / account holder | $385 | $9,817-96.1% | $8,357-95.4% | $10,133-96.2% |