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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 | $774,225 | $202,342+282.6% | $172,753+348.2% | $152,909+406.3% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 19.84% | 1029.88%-1010.0pp | 803.00%-783.2pp | 345.46%-325.6pp |
| Employer contribution / active EE | $29,413 | $5,857+402.1% | $5,144+471.8% | $4,764+517.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $35,992 | $17,112+110.3% | $13,956+157.9% | $11,601+210.3% |