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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 | $2,963,057 | $138,076+2046.0% | $123,553+2298.2% | $135,380+2088.7% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -0.19% | 153.70%-153.9pp | 119.21%-119.4pp | 519.81%-520.0pp |
| Employer contribution / active EE | $47,000 | $5,152+812.3% | $4,628+915.5% | $4,779+883.5% |
| Participant deferral / active EE | $24,500 | $6,800+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $106,117 | $10,917+872.1% | $9,284+1042.9% | $10,828+880.0% |