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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 | $273,516 | $113,338+141.3% | $94,993+187.9% | $147,586+85.3% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.9%-73.9pp | 82.8%-82.8pp |
| Annual return | 20.89% | 20.80%+0.1pp | 27.14%-6.3pp | 578.59%-557.7pp |
| Employer contribution / active EE | $2,200 | $3,160-30.4% | $2,603-15.5% | $4,876-54.9% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $205,407 | $6,063+3288.1% | $4,960+4041.0% | $10,886+1786.9% |