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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 | $811,612 | $87,546+827.1% | $75,784+970.9% | $125,389+547.3% |
| Participation rate | 54.5% | 80.2%-25.6pp | 75.8%-21.3pp | 83.2%-28.6pp |
| Annual return | -15.32% | 13.49%-28.8pp | 9.68%-25.0pp | 282.24%-297.6pp |
| Employer contribution / active EE | $47,469 | $3,930+1107.8% | $3,323+1328.3% | $4,866+875.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $53,320 | $6,503+720.0% | $5,300+906.1% | $9,541+458.9% |