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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 | $475,574 | $127,386+273.3% | $115,037+313.4% | $125,388+279.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 4.40% | 31.28%-26.9pp | 26.14%-21.7pp | 282.24%-277.8pp |
| Employer contribution / active EE | $27,650 | $5,166+435.2% | $4,608+500.1% | $4,866+468.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $32,251 | $9,516+238.9% | $8,175+294.5% | $9,541+238.0% |