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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 | $984,004 | $183,627+435.9% | $155,602+532.4% | $145,978+574.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 21.52% | 61.32%-39.8pp | 64.81%-43.3pp | 550.52%-529.0pp |
| Employer contribution / active EE | $11,250 | $5,316+111.6% | $4,675+140.6% | $4,662+141.3% |
| Participant deferral / active EE | $1,965 | $6,466-69.6% | $5,629-65.1% | $6,690-70.6% |
| Admin fee / account holder | $673,910 | $19,327+3386.8% | $15,923+4132.2% | $13,400+4929.1% |