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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 | $1,269,097 | $201,372+530.2% | $184,260+588.8% | $145,884+769.9% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 8.71% | 29.04%-20.3pp | 28.84%-20.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $10,000 | $7,024+42.4% | $6,427+55.6% | $4,662+114.5% |
| Participant deferral / active EE | $10,000 | $9,808+2.0% | $9,133+9.5% | $6,690+49.5% |
| Admin fee / account holder | $309,133 | $16,362+1789.3% | $13,898+2124.3% | $13,392+2208.4% |