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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.)
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 | $465,418 | $138,076+237.1% | $123,553+276.7% | $135,380+243.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.68% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $819 | $5,152-84.1% | $4,628-82.3% | $4,779-82.9% |
| Participant deferral / active EE | $28,680 | $6,800+321.8% | $6,426+346.3% | $5,609+411.3% |
| Admin fee / account holder | $31,213 | $10,917+185.9% | $9,284+236.2% | $10,828+188.3% |