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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 | $1,138,373 | $209,425+443.6% | $178,499+537.7% | $158,966+616.1% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 8.94% | 188.80%-179.9pp | 151.10%-142.2pp | 302.95%-294.0pp |
| Employer contribution / active EE | $30,105 | $5,707+427.5% | $5,011+500.8% | $4,762+532.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $82,852 | $17,078+385.1% | $13,986+492.4% | $11,250+636.5% |