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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 | $1,662,831 | $211,946+684.6% | $169,452+881.3% | $135,379+1128.3% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | 4.64% | 3.26%+1.4pp | 1.83%+2.8pp | 519.79%-515.1pp |
| Employer contribution / active EE | $34,205 | $5,117+568.5% | $4,157+722.8% | $4,779+615.8% |
| Participant deferral / active EE | $24,000 | $6,075+295.0% | $5,277+354.8% | $5,609+327.9% |
| Admin fee / account holder | $10,604 | $11,472-7.6% | $9,110+16.4% | $10,828-2.1% |