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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 | $340,791 | $213,785+59.4% | $185,441+83.8% | $155,188+119.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | -4.48% | 19.97%-24.5pp | 20.16%-24.6pp | 148.84%-153.3pp |
| Employer contribution / active EE | $3,795 | $5,393-29.6% | $4,672-18.8% | $4,248-10.7% |
| Participant deferral / active EE | $9,432 | $6,864+37.4% | $6,152+53.3% | $6,531+44.4% |
| Admin fee / account holder | $10,194 | $21,134-51.8% | $17,890-43.0% | $14,480-29.6% |