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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 | $1,774,167 | $176,120+907.4% | $159,487+1012.4% | $167,553+958.9% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 10.00% | 331.95%-322.0pp | 263.71%-253.7pp | 478.89%-468.9pp |
| Employer contribution / active EE | $38,500 | $5,299+626.5% | $4,831+696.9% | $4,840+695.5% |
| Participant deferral / active EE | $26,000 | $7,752+235.4% | $7,354+253.6% | $6,343+309.9% |
| Admin fee / account holder | $172,154 | $12,561+1270.5% | $10,804+1493.5% | $12,316+1297.8% |