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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 | $345,697 | $113,941+203.4% | $94,229+266.9% | $125,389+175.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -4.07% | 5.29%-9.4pp | 10.68%-14.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $8,955 | $4,727+89.4% | $3,587+149.7% | $4,866+84.0% |
| Participant deferral / active EE | $21,000 | $5,179+305.5% | $4,320+386.1% | $5,352+292.4% |
| Admin fee / account holder | $196,870 | $8,392+2246.1% | $6,269+3040.2% | $9,541+1963.4% |