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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 | $1,386,548 | $217,432+537.7% | $185,849+646.1% | $167,536+727.6% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 23.54% | 148.42%-124.9pp | 122.10%-98.6pp | 478.82%-455.3pp |
| Employer contribution / active EE | $3,320 | $5,875-43.5% | $5,169-35.8% | $4,839-31.4% |
| Participant deferral / active EE | $24,195 | $6,357+280.6% | $5,569+334.5% | $6,342+281.5% |
| Admin fee / account holder | $43,790 | $19,818+121.0% | $16,244+169.6% | $12,315+255.6% |