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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $5,118,962 | $202,342+2429.9% | $172,753+2863.2% | $152,909+3247.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 33.38% | 1029.88%-996.5pp | 803.00%-769.6pp | 345.46%-312.1pp |
| Employer contribution / active EE | $13,500 | $5,857+130.5% | $5,144+162.4% | $4,764+183.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $256,528 | $17,112+1399.1% | $13,956+1738.2% | $11,601+2111.3% |