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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 | $102,382+473.8% | $147,005+299.6% | $80,874+626.4% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 8.53% | 134.89%-126.4pp | 418.76%-410.2pp | 35.62%-27.1pp |
| Employer contribution / active EE | $8,015 | $3,715+115.8% | $4,934+62.4% | $2,756+190.9% |
| Participant deferral / active EE | $8,427 | $6,646+26.8% | $8,070+4.4% | $4,297+96.1% |
| Admin fee / account holder | $10,088 | $7,942+27.0% | $13,006-22.4% | $6,935+45.5% |