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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 | $184,014+85.2% | $161,149+111.5% | $138,895+145.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | -4.48% | 21.52%-26.0pp | 21.16%-25.6pp | 145.39%-149.9pp |
| Employer contribution / active EE | $3,795 | $5,055-24.9% | $4,360-13.0% | $4,194-9.5% |
| Participant deferral / active EE | $9,432 | $6,909+36.5% | $6,153+53.3% | $6,396+47.5% |
| Admin fee / account holder | $10,194 | $18,027-43.5% | $15,194-32.9% | $12,562-18.9% |