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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 | $580,276 | $96,731+499.9% | $123,973+368.1% | $86,983+567.1% |
| Participation rate | 0.0% | 70.0%-70.0pp | 76.7%-76.7pp | 69.5%-69.5pp |
| Annual return | 19.19% | 17.33%+1.9pp | 388.13%-368.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,502 | $3,297-54.5% | $4,126-63.6% | $2,584-41.9% |
| Participant deferral / active EE | $2,865 | $4,152-31.0% | $5,247-45.4% | $4,194-31.7% |
| Admin fee / account holder | $102,230 | $8,722+1072.1% | $11,799+766.4% | $7,856+1201.3% |