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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.)
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 | $250,165 | $198,457+26.1% | $170,435+46.8% | $147,586+69.5% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 5.42% | 257.30%-251.9pp | 205.94%-200.5pp | 578.59%-573.2pp |
| Employer contribution / active EE | $670 | $6,183-89.2% | $5,432-87.7% | $4,876-86.3% |
| Participant deferral / active EE | $4,667 | $5,629-17.1% | $4,939-5.5% | $5,439-14.2% |
| Admin fee / account holder | $16,820 | $16,852-0.2% | $13,881+21.2% | $10,886+54.5% |