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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 | $800,708 | $109,905+628.5% | $98,506+712.9% | $167,553+377.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 14.63% | 1960.20%-1945.6pp | 1494.92%-1480.3pp | 478.89%-464.3pp |
| Employer contribution / active EE | $4,437 | $3,226+37.5% | $2,961+49.8% | $4,840-8.3% |
| Participant deferral / active EE | $2,550 | $4,674-45.4% | $4,277-40.4% | $6,343-59.8% |
| Admin fee / account holder | $51,256 | $6,760+658.2% | $5,955+760.8% | $12,316+316.2% |