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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 | $622,612 | $167,362+272.0% | $143,799+333.0% | $134,532+362.8% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -9.50% | 0.47%-10.0pp | -0.04%-9.5pp | 418.27%-427.8pp |
| Employer contribution / active EE | $42,018 | $5,620+647.6% | $4,952+748.5% | $4,741+786.3% |
| Participant deferral / active EE | $26,917 | $6,447+317.5% | $5,638+377.4% | $6,401+320.5% |
| Admin fee / account holder | $278,952 | $18,094+1441.7% | $14,677+1800.6% | $11,429+2340.8% |