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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 | $784,783 | $201,372+289.7% | $184,260+325.9% | $145,884+438.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 17.61% | 29.04%-11.4pp | 28.84%-11.2pp | 551.85%-534.2pp |
| Employer contribution / active EE | $36,000 | $7,024+412.6% | $6,427+460.1% | $4,662+672.2% |
| Participant deferral / active EE | $22,992 | $9,808+134.4% | $9,133+151.8% | $6,690+243.7% |
| Admin fee / account holder | $101,333 | $16,362+519.3% | $13,898+629.1% | $13,392+656.7% |