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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 | $2,571,331 | $148,623+1630.1% | $135,974+1791.1% | $139,466+1743.7% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 5.78% | 79.30%-73.5pp | 68.30%-62.5pp | 373.66%-367.9pp |
| Employer contribution / active EE | $66,000 | $5,246+1158.0% | $4,859+1258.3% | $4,754+1288.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,434 | $12,406-48.1% | $10,767-40.2% | $11,409-43.6% |