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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $586,347 | $160,040+266.4% | $147,096+298.6% | $145,877+301.9% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 17.00% | 98.49%-81.5pp | 419.75%-402.7pp | 551.28%-534.3pp |
| Employer contribution / active EE | $8,412 | $5,289+59.0% | $4,936+70.4% | $4,663+80.4% |
| Participant deferral / active EE | $212 | $8,429-97.5% | $8,071-97.4% | $6,691-96.8% |
| Admin fee / account holder | $10,202 | $15,050-32.2% | $13,005-21.6% | $13,402-23.9% |