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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,552,278 | $827,797+2141.2% | $788,447+2253.0% | $349,369+5210.2% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.4%-44.4pp |
| Annual return | -6.67% | -4.32%-2.3pp | -3.21%-3.5pp | -14.65%+8.0pp |
| Employer contribution / active EE | $9,175 | $53,412-82.8% | $46,051-80.1% | $46,321-80.2% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $1,092,299 | $50,219+2075.1% | $46,258+2261.3% | $14,582+7390.8% |