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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 | $584,643 | $110,410+429.5% | $102,437+470.7% | $145,897+300.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 15.00% | 24.85%-9.9pp | 24.95%-9.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $62,625 | $4,217+1385.0% | $3,871+1517.9% | $4,663+1243.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,802 | $9,745-61.0% | $8,388-54.7% | $13,390-71.6% |