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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 | $447,152 | $181,896+145.8% | $156,551+185.6% | $273,972+63.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 7.02% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $26,500 | $6,248+324.1% | $5,501+381.7% | $4,869+444.3% |
| Participant deferral / active EE | $3,850 | $5,550-30.6% | $4,871-21.0% | $5,287-27.2% |
| Admin fee / account holder | $30,473 | $15,560+95.8% | $13,028+133.9% | $10,133+200.7% |