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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 | $864,288 | $138,075+526.0% | $123,552+599.5% | $135,379+538.4% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -3.26% | 153.70%-157.0pp | 119.20%-122.5pp | 519.79%-523.1pp |
| Employer contribution / active EE | $36,500 | $5,152+608.5% | $4,628+688.7% | $4,779+663.8% |
| Participant deferral / active EE | $24,500 | $6,800+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $829,641 | $10,917+7499.6% | $9,285+8835.8% | $10,828+7562.1% |