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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 | $262,096 | $157,296+66.6% | $141,191+85.6% | $152,897+71.4% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 18.05% | 64.34%-46.3pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,342 | $5,262-55.5% | $4,736-50.6% | $4,764-50.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,147 | $12,125-57.5% | $10,264-49.9% | $11,599-55.6% |