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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 | $1,892,360 | $232,540+713.8% | $185,117+922.3% | $147,586+1182.2% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | 20.04% | 43.03%-23.0pp | 40.50%-20.5pp | 578.59%-558.6pp |
| Employer contribution / active EE | $30,000 | $5,195+477.5% | $4,182+617.4% | $4,876+515.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,179,444 | $10,275+11378.6% | $8,159+14355.1% | $10,886+10734.7% |