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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 | $5,974,846 | $64,729+9130.6% | $112,263+5222.2% | $68,490+8623.6% |
| Participation rate | 0.0% | 67.2%-67.2pp | 75.1%-75.1pp | 67.9%-67.9pp |
| Annual return | -3.95% | -11.40%+7.4pp | 27.49%-31.4pp | -7.85%+3.9pp |
| Employer contribution / active EE | $12,781 | $2,746+365.5% | $3,636+251.5% | $2,597+392.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $412,976 | $5,222+7808.9% | $6,410+6342.3% | $5,403+7543.6% |