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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 | $921,662 | $181,896+406.7% | $156,551+488.7% | $273,972+236.4% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 7.83% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,176 | $5,550-42.8% | $4,871-34.8% | $5,287-39.9% |
| Admin fee / account holder | $42,529 | $15,560+173.3% | $13,028+226.4% | $10,133+319.7% |