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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 | $403,496 | $103,957+288.1% | $69,182+483.2% | $273,968+47.3% |
| Participation rate | 0.0% | 67.4%-67.4pp | 55.1%-55.1pp | 83.0%-83.0pp |
| Annual return | 4.05% | 35.28%-31.2pp | -21.94%+26.0pp | 41.45%-37.4pp |
| Employer contribution / active EE | $12,166 | $1,781+583.1% | $1,205+909.6% | $4,869+149.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $52,421 | $3,671+1327.9% | $2,697+1843.7% | $10,132+417.4% |