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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 | $490,026 | $135,956+260.4% | $123,894+295.5% | $273,972+78.9% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 9.92% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $9,953 | $5,170+92.5% | $4,617+115.6% | $4,869+104.4% |
| Participant deferral / active EE | $21,351 | $6,343+236.6% | $5,984+256.8% | $5,287+303.8% |
| Admin fee / account holder | $20,939 | $9,817+113.3% | $8,357+150.6% | $10,133+106.6% |