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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 | $1,678,361 | $85,024+1874.0% | $70,544+2279.2% | $139,466+1103.4% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | -7.33% | 30.39%-37.7pp | 32.79%-40.1pp | 373.66%-381.0pp |
| Employer contribution / active EE | $6,700 | $3,912+71.3% | $2,976+125.2% | $4,754+40.9% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $122,824 | $8,928+1275.7% | $6,427+1811.1% | $11,409+976.6% |