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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 | $587,499 | $102,422+473.6% | $147,117+299.3% | $80,959+625.7% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 8.53% | 135.16%-126.6pp | 420.54%-412.0pp | 35.67%-27.1pp |
| Employer contribution / active EE | $8,015 | $3,717+115.6% | $4,932+62.5% | $2,757+190.7% |
| Participant deferral / active EE | $8,427 | $6,652+26.7% | $8,065+4.5% | $4,300+96.0% |
| Admin fee / account holder | $10,088 | $7,953+26.8% | $12,993-22.4% | $6,925+45.7% |