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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 | $2,122,881 | $148,623+1328.4% | $135,974+1461.2% | $139,466+1422.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.67% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-354.0pp |
| Employer contribution / active EE | $441 | $5,246-91.6% | $4,859-90.9% | $4,754-90.7% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $97,435 | $12,406+685.4% | $10,767+805.0% | $11,409+754.0% |