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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 | $881,763 | $90,607+873.2% | $79,467+1009.6% | $135,380+551.3% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -3.98% | 977.74%-981.7pp | 718.30%-722.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $16,431 | $3,068+435.6% | $2,800+486.8% | $4,779+243.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $38,859 | $5,895+559.2% | $5,104+661.3% | $10,828+258.9% |