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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 | $581,245 | $87,546+563.9% | $75,784+667.0% | $125,389+363.6% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -6.95% | 13.49%-20.4pp | 9.68%-16.6pp | 282.24%-289.2pp |
| Employer contribution / active EE | $1,350 | $3,930-65.6% | $3,323-59.4% | $4,866-72.3% |
| Participant deferral / active EE | $1,350 | $4,230-68.1% | $3,652-63.0% | $5,352-74.8% |
| Admin fee / account holder | $30,568 | $6,503+370.1% | $5,300+476.8% | $9,541+220.4% |