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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $515,345 | $97,732+427.3% | $83,831+514.7% | $135,380+280.7% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -3.59% | 1287.56%-1291.1pp | 850.99%-854.6pp | 519.81%-523.4pp |
| Employer contribution / active EE | $100 | $4,222-97.6% | $3,631-97.2% | $4,779-97.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $215,789 | $6,675+3133.0% | $5,479+3838.7% | $10,828+1892.9% |