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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 | $760,634 | $142,430+434.0% | $115,170+560.4% | $152,885+397.5% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 35.21% | 41.48%-6.3pp | 35.60%-0.4pp | 345.39%-310.2pp |
| Employer contribution / active EE | $19,000 | $4,011+373.7% | $3,179+497.6% | $4,763+298.9% |
| Participant deferral / active EE | $25,000 | $5,165+384.0% | $4,169+499.7% | $5,851+327.3% |
| Admin fee / account holder | $179,129 | $8,464+2016.5% | $7,089+2426.9% | $11,598+1444.5% |