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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 | $298,247 | $90,486+229.6% | $78,676+279.1% | $273,972+8.9% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 10.08% | 75.62%-65.5pp | 62.19%-52.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $28,497 | $3,175+797.5% | $2,850+899.9% | $4,869+485.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,696 | $5,263-10.8% | $4,510+4.1% | $10,133-53.7% |