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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $357,250 | $159,934+123.4% | $147,005+143.0% | $145,959+144.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.49% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,000 | $5,287-81.1% | $4,934-79.7% | $4,661-78.5% |
| Participant deferral / active EE | $9,000 | $8,427+6.8% | $8,070+11.5% | $6,689+34.6% |
| Admin fee / account holder | $2,575,373 | $15,053+17008.3% | $13,006+19701.1% | $13,398+19122.3% |