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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 | $548,041 | $165,381+231.4% | $149,730+266.0% | $158,966+244.8% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 11.64% | 348.29%-336.7pp | 276.70%-265.1pp | 302.95%-291.3pp |
| Employer contribution / active EE | $5,619 | $5,104+10.1% | $4,645+21.0% | $4,762+18.0% |
| Participant deferral / active EE | $18,351 | $7,182+155.5% | $6,843+168.2% | $5,983+206.7% |
| Admin fee / account holder | $34,972 | $10,809+223.5% | $9,310+275.6% | $11,250+210.9% |