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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 | $88,672+554.4% | $105,223+451.5% | $82,448+603.8% |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.0%-75.0pp | 68.1%-68.1pp |
| Annual return | 19.19% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,502 | $3,048-50.7% | $3,689-59.3% | $2,551-41.1% |
| Participant deferral / active EE | $2,865 | $4,036-29.0% | $5,072-43.5% | $4,139-30.8% |
| Admin fee / account holder | $102,230 | $7,146+1330.6% | $8,859+1054.0% | $7,234+1313.1% |