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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 | $455,417 | $152,612+198.4% | $125,192+263.8% | $152,897+197.9% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | 15.32% | 54.85%-39.5pp | 43.79%-28.5pp | 345.43%-330.1pp |
| Employer contribution / active EE | $9,333 | $4,947+88.7% | $3,866+141.4% | $4,764+95.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $249,028 | $13,437+1753.3% | $9,704+2466.3% | $11,599+2046.9% |