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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 | $554,999 | $113,338+389.7% | $94,993+484.3% | $147,586+276.1% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | -0.35% | 20.80%-21.1pp | 27.14%-27.5pp | 578.59%-578.9pp |
| Employer contribution / active EE | $4,283 | $3,160+35.5% | $2,603+64.5% | $4,876-12.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,874 | $6,063+244.3% | $4,960+320.8% | $10,886+91.8% |