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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 | $311,310 | $154,193+101.9% | $130,045+139.4% | $139,466+123.2% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 16.85% | 32.51%-15.7pp | -137.30%+154.2pp | 373.66%-356.8pp |
| Employer contribution / active EE | $6,730 | $5,292+27.2% | $4,321+55.7% | $4,754+41.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $452 | $13,989-96.8% | $10,600-95.7% | $11,409-96.0% |