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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 | $295,455 | $152,612+93.6% | $125,192+136.0% | $152,897+93.2% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | 22.79% | 54.85%-32.1pp | 43.79%-21.0pp | 345.43%-322.6pp |
| Employer contribution / active EE | $9,005 | $4,947+82.0% | $3,866+132.9% | $4,764+89.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,515 | $13,437-44.1% | $9,704-22.6% | $11,599-35.2% |