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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 | $1,157,948 | $153,769+653.0% | $133,975+764.3% | $273,972+322.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 11.14% | 36.51%-25.4pp | 29.29%-18.2pp | 41.46%-30.3pp |
| Employer contribution / active EE | $16,678 | $6,029+176.6% | $5,211+220.0% | $4,869+242.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $903 | $11,765-92.3% | $9,324-90.3% | $10,133-91.1% |