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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.)
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 | $445,017 | $138,102+222.2% | $125,381+254.9% | $134,532+230.8% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -11.83% | 750.73%-762.6pp | 572.31%-584.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $1,267 | $5,245-75.8% | $4,815-73.7% | $4,741-73.3% |
| Participant deferral / active EE | $22,092 | $7,801+183.2% | $7,448+196.6% | $6,401+245.1% |
| Admin fee / account holder | $25,075 | $11,568+116.8% | $10,007+150.6% | $11,429+119.4% |