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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 | $525,922 | $142,361+269.4% | $119,608+339.7% | $134,509+291.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | 6.49% | -12.46%+19.0pp | -14.98%+21.5pp | 418.13%-411.6pp |
| Employer contribution / active EE | $16,807 | $5,224+221.7% | $4,232+297.1% | $4,741+254.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,055 | $13,588-55.4% | $10,326-41.4% | $11,427-47.0% |